John E. Mckinney

MCKINNEY ASSET MANAGEMENT

Atlanta, GA 30339

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CRD#: 3106349

Professional summary

John Edward Mckinney, who also goes by John Mckinney, is a registered financial advisor currently at MCKINNEY ASSET MANAGEMENT INC. located in Atlanta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 1 firm and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Mckinney

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Mckinney'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

January 19, 2018 - Present

MCKINNEY ASSET MANAGEMENT INC.

Office #1: 3350 Riverwood Pkwy Se Suite 1900, Atlanta, GA 30339

RIA

CRD#: 105592

Atlanta, GA

Past

August 6, 2012 - December 31, 2017

MCKINNEY ASSET MANAGEMENT INC.

RIA

CRD#: 105592

ATLANTA, GA

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

California
(2/2/2018)

IAR

Georgia
(1/19/2018)

IAR

Tennessee
(3/12/2018)

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

General Industry/Product Exam

Series 7

Date: 7/27/1998

General Securities Representative Examination

Current Firm

MCKINNEY ASSET MANAGEMENT INC.

CRD#: 105592 / SEC#: 801-56489

RIA

Registered Investment Advisory firm - (9/7/2012 Terminated)

California

Registered Investment Advisory firm - (2/2/2018 Approved)

Georgia

Registered Investment Advisory firm - (1/19/2018 Approved)

Tennessee

Registered Investment Advisory firm - (3/12/2018 Approved)

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

3350 Riverwood Pkwy Se Suite 1900, Atlanta, GA 30339

Mailing Address

Phone number

(404) 567-5026

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 34,587,307

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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John E. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKINNEY ASSET MANAGEMENT INC.

MCKINNEY ASSET MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 7/27/1998

Current Firm

MCKINNEY ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCKINNEY ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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