Joseph D. Mcinerney

WISDOM WEALTH INVESTMENT ADVISORS LLC

Phoenix, AZ 85054

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CRD#: 2344141

Professional summary

Joseph Damian Mcinerney, CFP®, who also goes by Joe Mcinerney, is a registered financial advisor currently at WISDOM WEALTH INVESTMENT ADVISORS LLC located in Phoenix, Arizona.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Mcinerney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. DBA: JMFS, INC; NOT INVESTMENT RELATED; 6930 E CHAUNCEY LN, STE 220, PHOENIX, AZ 85054; TAX PREPARATION, PLANNING, REPRESENTATION; ENROLLED AGENT; STARTED 2009; 20-300 HRS/MO. 2. KNIGHTS OF COLUMBUS COUNCIL 10050 POSITION: TREASURER NATURE: CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/15/2012 ADDRESS: 11300 N 64TH ST, SCOTTSDALE AZ 85254 DESCRIPTION: RESPONSIBLE FOR HANDLING COUNCIL DEPOSITS AND PAYING COUNCIL BILLS. 3. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054. INSURANCE SALES. AGENT. 4. BOTTLE & MCINERNEY, LLC; NOT INVESTMENT RELATED; 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054; OWNER; ENTITY CREATED FOR MANAGEMENT AND ADMINISTRATION PURPOSES - INCLUDING BUT NOT LIMITED TO: ENTERING CONTRACTS WITH VENDORS AND PAYING COMMON EXPENSES; SINCE OCTOBER 1998; LESS THAN 1 HOUR PER MONTH DEVOTED TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Damian Mcinerney's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

May 29, 2014 - Present

WISDOM WEALTH INVESTMENT ADVISORS LLC

Office #1: 6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054

RIA

CRD#: 170536

Phoenix, AZ

Past

February 17, 2006 - December 31, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

PHOENIX, AZ

Past

November 6, 1998 - December 31, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

PHOENIX, AZ

Past

August 1, 1995 - November 6, 1998

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 27, 1994 - August 7, 1995

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/29/2014)

IAR

California
(7/22/2021)

IAR

Louisiana
(5/16/2025)

IAR

Nevada
(5/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISDOM WEALTH INVESTMENT ADVISORS LLC

BOTTLE & MCINERNEY, LLC | WISDOM WEALTH INVESTMENT ADVISORS LLC | LUCAS FINANCIAL SERVICES, LLC | JMFS, INC.

CRD#: 170536 / SEC#:

Arizona

Registered Investment Advisory firm - (5/29/2014 Approved)

California

Registered Investment Advisory firm - (7/22/2021 Approved)

Indiana

Registered Investment Advisory firm - (12/31/2019 Terminated)

Louisiana

Registered Investment Advisory firm - (4/14/2025 Approved)

Nevada

Registered Investment Advisory firm - (6/4/2014 Approved)

Ohio

Registered Investment Advisory firm - (1/2/2020 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2019 Terminated)

West Virginia

Registered Investment Advisory firm - (12/31/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054

Mailing Address

Phone number

(602) 494-4100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	621
AUM (Assets Under Management)	$ 109,155,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joseph D. Mcinerney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Damian Mcinerney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

OSAIC WEALTH, INC.

BMA FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/1999

Series 63

Date: 8/2/1994

SIE

Date: 12/31/2017

Series 7

Date: 11/4/1997

Series 6

Date: 7/26/1994

Current Firm

WISDOM WEALTH INVESTMENT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISDOM WEALTH INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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