JL
John M. Linn
TRANSCE3ND LLC
BASTROP, TX 78602
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CRD#: 7686345
JL
Professional summary
John Matthew Linn, who also goes by John Matthew Linn, Johnmatthew Linn, is a registered financial advisor currently at TRANSCE3ND LLC located in Bastrop, Texas and MADISON AVENUE SECURITIES, LLC located in Bastrop, Texas.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Matthew Linn | Johnmatthew Linn
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.
1) START DATE: 03/2023- INSURANCE AGENT. LIFE & FIXED ANNUITIES. NOT INVESTMENT RELATED. 2) E3 WEALTH; POSITION: ADVISOR; INVESTMENT RELATED: YES; START DATE: 3/2023; HOURS: 160/MONTH 3) NAME: TRANSCEND; ADDRESS: 165 ELMHURST DR. SUITE B, KYLE TX 78640; INVESTMENT RELATED: YES; POSITION: INVESTMENT AVDISOR REPRESENTATIVE; DUTIES: ADVISE AND MANAGE CLIENTS INVESTMENTS; HOURS PER WEEK: 20-40 HOURS; START DATE: 07/2023.
CRS (Client Relationship Summary) - RIA
Click below to view John Matthew Linn'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®
NoneExperience
Current
October 3, 2023 - Present
TRANSCE3ND LLC
Office #1: 1106 Pecan Street, Bastrop, TX 78602RIA
CRD#: 317745
BASTROP, TX
Current
May 8, 2023 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 1106 Pecan St., Bastrop, TX 78602RIA
BD
CRD#: 23224
Bastrop, TX
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".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/13/2025)
RR
Arkansas(3/7/2025)
RR
California(7/7/2025)
RR
Colorado(9/9/2025)
RR
Connecticut(8/25/2025)
RR
Florida(7/22/2025)
RR
Georgia(6/12/2025)
RR
Iowa(6/17/2025)
RR
Louisiana(2/20/2025)
RR
Maryland(2/28/2025)
RR
Massachusetts(6/17/2025)
RR
Michigan(6/23/2025)
RR
Nevada(6/13/2025)
RR
New York(3/25/2025)
RR
North Carolina(2/25/2025)
RR
Ohio(6/12/2025)
RR
Oregon(2/26/2025)
RR
Pennsylvania(6/11/2025)
RR
South Carolina(7/1/2025)
RR
Texas(6/29/2023)
IAR
Texas(10/3/2023)
RR
Wisconsin(6/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSCE3ND LLC
CRD#: 317745Bastrop, TX 78602TRUST BUT VERIFY
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