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JF

John E. Fischer

MAGNOLIA PRIVATE WEALTH
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 6295604
JF

Professional summary

John Edward Fischer JR., who also goes by John Fischer, is a registered financial advisor currently at MAGNOLIA PRIVATE WEALTH, LLC located in Philadelphia, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Fischer

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 Fischer JR.'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®
None

Experience

Current

July 17, 2023 - Present

MAGNOLIA PRIVATE WEALTH, LLC

Office #1: 1845 Walnut Street Suite 1601, Philadelphia, PA 19103
RIA
CRD#: 324102
Philadelphia, PA
Past

May 26, 2020 - July 5, 2023

BLUEPRINT FINANCIAL STRATEGIES

RIA
CRD#: 285194
Philadelphia, PA
Past

February 25, 2014 - October 11, 2023

ANDALUSIAN WEALTH MANAGEMENT

RIA
CRD#: 170224
SWARTHMORE, PA

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".
MP
MAGNOLIA PRIVATE WEALTH, LLC
MAGNOLIA PRIVATE WEALTH, LLC

CRD#: 324102 / SEC#: 801-128251

RIA
Registered Investment Advisory firm - (10/13/2023 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
Pennsylvania
(7/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2014
Uniform Investment Adviser Law Examination

Current Firm

MP
MAGNOLIA PRIVATE WEALTH, LLC
MAGNOLIA PRIVATE WEALTH, LLC

CRD#: 324102 / SEC#: 801-128251

RIA
Registered Investment Advisory firm - (10/13/2023 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
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
1845 Walnut Street Suite 1601, Philadelphia, PA 19103
Mailing Address
Phone number
(571) 477-1375
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 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

FORM ADV, PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts712
AUM (Assets Under Management)$ 225,740,627

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

MAGNOLIA PRIVATE WEALTH, LLC

CRD#: 324102Philadelphia, PA 19103

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