John McGlothlin, financial advisor Austin TX

John McGlothlin

CRD Number: 6861108
Current Firm: Southwest Retirement Advisors, LLC

John McGlothlin (CRD# 6861108) is an Investment Advisor Representative working at Southwest Retirement Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry. John McGlothlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Southwest Retirement Advisors, LLC Austin, TX Jan 2020 - Current 4
Southwest Retirement Consultants Austin, TX Aug 2017 - Jan 2020 2
Unemployed Austin, TX May 2017 - Aug 2017 < 1
Kelly School Of Business, Indiana University Bloomington, IN Aug 2016 - May 2017 < 1
Indiana University, College Of Arts And Sciences Bloomington, IN Aug 2015 - Aug 2016 1
Indiana University, Dept. Of English Bloomington, IN Aug 2014 - Aug 2015 1
Indiana University, Dept. Of English Bloomington, IN Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for John J. McGlothlin
Phone Number: 512-342-7063 X202
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $426,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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