John W. Mchenney

TIMOTHY FINANCIAL COUNSEL

WHEATON, IL 60187

Some features on this profile are disabled

CRD#: 6895441

Professional summary

John William Mchenney, who also goes by John Mchenney, Jack William Mchenney, John William Mchenney, is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Mchenney | Jack William Mchenney | John William Mchenney

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.

OTHER BUSINESS NAME: PERSONAL RENTAL PROPERTY. LOCATION: PHOENIX, AZ. NATURE OF BUSINESS: OWNING RENTAL PROPERTY. POSITION OR TITLE: OWNER/LANDLORD. RESPONSIBILITIES: COLLECT RENTAL MONEY EACH MONTH FROM TENANT. START DATE: AUG 15, 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Mchenney'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

January 19, 2024 - Present

TIMOTHY FINANCIAL COUNSEL, INC.

Office #1: 104 E. Roosevelt Road Suite 200, Wheaton, IL 60187

RIA

CRD#: 123037

WHEATON, IL

Past

September 14, 2022 - October 9, 2023

FIRST TRUST ADVISORS LP

RIA

CRD#: 107027

WHEATON, IL

Past

September 14, 2022 - October 9, 2023

FIRST TRUST PORTFOLIOS L.P.

CRD#: 28519

WHEATON, IL

Past

November 23, 2021 - September 27, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

WEST CHICAGO, IL

Past

October 6, 2021 - September 26, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

March 5, 2018 - August 27, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

TIMOTHY FINANCIAL COUNSEL, INC.

CRD#: 123037 / SEC#: 801-123236

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

Colorado

Registered Investment Advisory firm - (3/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (3/1/2022 Terminated)

Illinois

Registered Investment Advisory firm - (3/1/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (3/2/2022 Terminated)

Missouri

Registered Investment Advisory firm - (3/1/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/1/2022 Terminated)

Virginia

Registered Investment Advisory firm - (3/2/2022 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/1/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(1/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/12/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2018

General Securities Representative Examination

Current Firm

TIMOTHY FINANCIAL COUNSEL, INC.

CRD#: 123037 / SEC#: 801-123236

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

Colorado

Registered Investment Advisory firm - (3/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (3/1/2022 Terminated)

Illinois

Registered Investment Advisory firm - (3/1/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (3/2/2022 Terminated)

Missouri

Registered Investment Advisory firm - (3/1/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/1/2022 Terminated)

Virginia

Registered Investment Advisory firm - (3/2/2022 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/1/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187

Mailing Address

Phone number

(630) 681-0700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (9/4/2025)

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.

Similar Advisors

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Flavia Cardozo

J.P. MORGAN SECURITIES LLC

IAR

Naperville, IL

Justin Dagostino

VERTEX PARTNERS

IAR

Downers Grove, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John W. Mchenney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Mchenney's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST TRUST ADVISORS LP

FIRST TRUST PORTFOLIOS L.P.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

TIMOTHY FINANCIAL COUNSEL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2021

Series 63

Date: 3/12/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2018

Current Firm

TIMOTHY FINANCIAL COUNSEL, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TIMOTHY FINANCIAL COUNSEL, INC.

TRUST BUT VERIFY

Similar Advisors