John M. Agnew
Professional summary
John Mortimer Agnew, CFP®, CLU®, CPWA®, who also goes by John Mortimer Agnew, John Agnew, is a registered financial advisor currently at THE WEALTH COLLECTIVE, LLC located in Los Angeles, California.
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 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Mortimer Agnew's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Start date: 2021-08-23
Expire date: 2023-07-31
Experience
September 11, 2020 - Present
THE WEALTH COLLECTIVE, LLC
Office #1: 360 E 2nd Street 8th Floor, Los Angeles, CA 90012March 10, 2017 - September 15, 2020
MORGAN STANLEY
March 10, 2017 - September 15, 2020
MORGAN STANLEY
January 13, 2015 - March 13, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 11, 2014 - March 13, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/11/2020)
(9/11/2020)
Exams
Current Firm
THE WEALTH COLLECTIVE, LLC
CRD#: 310389 / SEC#: 801-119434
Contact information
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 42,463,140 |
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.
