John J. Micetich

KENSINGTON FINANCIAL

San Diego, CA

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CRD#: 726794

Professional summary

John Joseph Micetich is a registered financial advisor currently at KENSINGTON FINANCIAL located in San Diego, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Joseph Micetich's 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

February 7, 2012 - Present

KENSINGTON FINANCIAL

RIA

CRD#: 105948

San Diego, CA

Past

September 3, 1985 - May 5, 1992

HALL & COMPANY INCORPORATED

CRD#: 13711

Past

March 23, 1981 - July 11, 1985

REILLY SECURITIES, INC.

CRD#: 8540

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
(2/7/2012)

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

Series 63

Date: 3/12/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/1981

General Securities Principal Examination

Current Firm

KENSINGTON FINANCIAL

KENSINGTON FINANCIAL | MICETICH JOHN JOSEPH

CRD#: 105948 / SEC#: 801-19257

RIA

Registered Investment Advisory firm - (3/13/2012 Terminated)

California

Registered Investment Advisory firm - (2/22/2012 Approved)

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).

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Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(619) 281-1954

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 85,000,000

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.

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John J. Micetich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Micetich's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENSINGTON FINANCIAL

HALL & COMPANY INCORPORATED

REILLY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/12/1987

Series 7

Date: 3/21/1981

Series 24

Date: 7/1/1981

Current Firm

KENSINGTON FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KENSINGTON FINANCIAL

TRUST BUT VERIFY

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