John W. Mcentire
Professional summary
John Westin Mcentire, CFA, who also goes by John Mcentire, is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Austin, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Westin Mcentire's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2019 - Present
VENTURI PRIVATE WEALTH
Office #1: 3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746October 3, 2011 - February 26, 2018
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2019)
Exams
Current Firm
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,488 |
| AUM (Assets Under Management) | $ 3,178,913,424 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 02/03/2025 |
Red Flags
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