John P. Byrne

THE COMMONWEALTH GROUP LLC

Fernandina Beach, FL

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CRD#: 2366324

Professional summary

John Patrick Byrne is a registered financial advisor currently at THE COMMONWEALTH GROUP LLC located in Fernandina Beach, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

OMNI HOTEL AND RESORTS POSITION: Supervisor NATURE: Hospitality Industries INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2022 ADDRESS: 39 Beach Lagoon Rd, Fernandina Beach FL 32034, United States DESCRIPTION: Supervise bellmen, valets and assist guests

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Byrne'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®

None

Experience

Current

November 6, 2023 - Present

THE COMMONWEALTH GROUP LLC

RIA

CRD#: 326793

Fernandina Beach, FL

Past

September 1, 2022 - May 10, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Jacksonville, FL

Past

August 31, 2022 - May 10, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

Jacksonville, FL

Past

October 19, 2020 - January 27, 2022

ADAPTATION FINANCIAL ADVISORS INC.

RIA

CRD#: 309192

Fernandina Beach, FL

Past

December 5, 2006 - November 9, 2020

BYRNE WEALTH MANAGEMENT, LLC

RIA

CRD#: 141459

OMAHA, NE

Past

February 18, 1998 - October 13, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OMAHA, NE

Past

December 13, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 13, 1993 - October 13, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

OMAHA, NE

Past

September 3, 1993 - October 19, 1993

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 3, 1993 - October 19, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(11/6/2023)

IAR

Nebraska
(2/1/2024)

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

Series 63

Date: 8/10/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/12/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/23/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2003

General Securities Principal Examination

Current Firm

THE COMMONWEALTH GROUP LLC

CRD#: 326793 / SEC#:

Florida

Registered Investment Advisory firm - (10/30/2023 Approved)

Nebraska

Registered Investment Advisory firm - (1/29/2024 Approved)

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Contact information

Main Address

Port St Lucie, FL

Mailing Address

Phone number

(561) 350-3580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 5,983,334

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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Advisor Monitoring

Firm Stability Insights

John P. Byrne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Byrne's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

ADAPTATION FINANCIAL ADVISORS INC.

BYRNE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/10/2022

Series 65

Date: 9/12/1996

SIE

Date: 6/23/2022

Series 7

Date: 9/1/1993

Series 24

Date: 12/30/2003

Current Firm

THE COMMONWEALTH GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE COMMONWEALTH GROUP LLC

TRUST BUT VERIFY

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