John Patrick Trears
Professional Summary
John Patrick Trears is a registered financial advisor currently at MAGEN FINANCIAL LLC located in New York, New York. John is registered as a RR (Registered Representative) and started their career in finance in 1997. John has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 87, Series 7, Series 4, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ATHENA A DIVISION OF MAGEN FINANCIAL LLC | VISION A DIVISION OF MAGEN FINACIAL LLC | SHIELD A DIVISION OF MAGEN FINANCIAL LLC | NOMAD A DIVISION OF MAGEN FINANCIAL LLC | MERCURY A DIVISION OF MAGEN FINANCIAL LLC | MAGEN FINANCIAL LLC | AZUR A DIVISION OF MAGEN FINANCIAL LLC | ATLAS A DIVISION OF MAGEN FINANCIAL LLC
Contact Information
Main Address
1500 Broadway 25th Floor, New York, NY 10036Mailing Address
1500 Broadway 25th Floor, New York, NY 10036Phone Number
(212) 291-7702Established
Delaware since 07/16/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/30/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jun 2013About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Patrick Trears's CRS (Customer Relationship Summary).
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