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JN

John Neeley

DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA 94597
Some features on this profile are disabled
CRD#: 5932682
JN

Professional summary

John Neeley, CFP®, who also goes by Jack Francis Neeley, John Francis Neeley, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Francis Neeley | John Francis Neeley

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 Neeley's CRS (Customer Relationship Summary).
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: 2020

Experience

Current

April 7, 2026 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
RIA
CRD#: 110365
Walnut Creek, CA
Past

September 8, 2023 - April 13, 2026

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
Sacramento, CA
Past

September 7, 2023 - April 13, 2026

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
Sacramento, CA
Past

July 25, 2023 - August 17, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
CAMERON PARK, CA
Past

July 25, 2023 - August 17, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
CAMERON PARK, CA
Past

January 12, 2021 - July 17, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Folsom, CA
Past

January 7, 2021 - June 20, 2023

LANE FLORENCE, LLC

RIA
CRD#: 144916
CAMERON PARK, CA
Past

September 20, 2017 - July 17, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
CAMERON, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA
Registered Investment Advisory firm - (10/11/1996 Approved)

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
(4/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/7/2020
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: 9/20/2017
General Securities Representative Examination

Current Firm

DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA
Registered Investment Advisory firm - (10/11/1996 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
Mailing Address
Phone number
(925) 935-2900
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts5,732
AUM (Assets Under Management)$ 4,145,050,618

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

DESTINATION WEALTH MANAGEMENT

CRD#: 110365Walnut Creek, CA 94597

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