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JM

John W. Mckenzie

LAZARUS WEALTH MANAGEMENT LLC
Fort Worth, TX
Some features on this profile are disabled
CRD#: 4058168
JM

Professional summary

John William Mckenzie JR is a registered financial advisor currently at LAZARUS WEALTH MANAGEMENT LLC located in Fort Worth, Texas and LPL FINANCIAL LLC located in Fort Worth, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
1) 08/2022- Lazarus Wealth Management LLC- DBA for LPL Business (entity for LPL business)- inv. related- FORT WORTH TX 2) 10/26/2022 - Lazarus Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 09/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Lazarus Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/26/2022 - Lazarus Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 09/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Lazarus Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Mckenzie JR'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

October 13, 2022 - Present

LAZARUS WEALTH MANAGEMENT LLC

RIA
CRD#: 322576
Fort Worth, TX
Current

October 11, 2022 - Present

LPL FINANCIAL LLC

RIA
BD
CRD#: 6413
FORT WORTH, TX
Past

February 13, 2013 - October 21, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
FORT WORTH, TX
Past

February 13, 2013 - October 21, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
FORT WORTH, TX
Past

May 27, 2011 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
FT. WORTH, TX
Past

May 27, 2011 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
FT. WORTH, TX
Past

May 20, 2008 - May 31, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FORT WORTH, TX
Past

May 20, 2008 - May 31, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT WORTH, TX
Past

April 29, 2005 - May 20, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
FT. WORTH, TX
Past

April 29, 2005 - May 20, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
FT. WORTH, TX
Past

December 4, 2004 - May 2, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
BEDFORD, TX
Past

November 26, 1999 - May 2, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/11/2022)
RR
California
(10/11/2022)
RR
Colorado
(10/11/2022)
RR
Florida
(10/11/2022)
RR
Georgia
(5/29/2025)
RR
Idaho
(10/11/2022)
RR
Illinois
(10/26/2022)
RR
Missouri
(10/11/2022)
RR
New Jersey
(10/11/2022)
RR
New Mexico
(11/2/2023)
RR
Texas
(10/11/2022)
IAR
Texas
(10/13/2022)
RR
Virginia
(10/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/27/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/24/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LW
LAZARUS WEALTH MANAGEMENT LLC
LAZARUS WEALTH MANAGEMENT LLC | MACK WALTHAM MANAGEMENT INC.

CRD#: 322576 / SEC#:

Texas
Registered Investment Advisory firm - (10/13/2022 Approved)
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Contact information

Main Address
Alvord, TX
Mailing Address
Phone number
(817) 404-7510
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts218
AUM (Assets Under Management)$ 43,000,000

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.

Company Information

LAZARUS WEALTH MANAGEMENT LLC

CRD#: 322576Fort Worth, TX

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