JM
John Malone
APEX INVESTMENT GROUP
DEDHAM, MA 02026
CRD#: 8242443
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JM
John Malone IIIAPEX INVESTMENT GROUP
Professional summary
John Malone III is a registered financial advisor currently at APEX INVESTMENT GROUP located in Dedham, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. John has worked at 1 firm .
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Malone III'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
April 7, 2026 - Present
APEX INVESTMENT GROUP
Office #1: 770 Legacy Place 2nd Floor, Dedham, MA 02026RIA
CRD#: 333593
DEDHAM, MA
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".
AI
APEX INVESTMENT GROUP
APEX INVESTMENT GROUP | BARRELL INVESTMENT GROUP | APEX INVESTMENT GROUP, LLC
CRD#: 333593 / SEC#: 801-131502
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)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
Massachusetts(4/7/2026)
Exams
Current Firm
AI
APEX INVESTMENT GROUP
APEX INVESTMENT GROUP | BARRELL INVESTMENT GROUP | APEX INVESTMENT GROUP, LLC
CRD#: 333593 / SEC#: 801-131502
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)Loading...
Contact information
Main Address
145 Main St, Hudson, MA 01749
Mailing Address
Phone number
(774) 351-0805
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,170 |
| AUM (Assets Under Management) | $ 194,556,355 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
