John J. Malaney
Professional summary
John Joseph Malaney, who also goes by John J Malaney, is a registered financial advisor currently at ENGINEERING FINANCIAL INDEPENDENCE, INC. located in San Diego, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Malaney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2022 - Present
ENGINEERING FINANCIAL INDEPENDENCE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/15/2022)
Exams
Current Firm
ENGINEERING FINANCIAL INDEPENDENCE, INC.
CRD#: 321024 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 4,568,563 |
Red Flags
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