John McKean, financial advisor Carlsbad CA

John McKean

CRD Number: 6432276
Current Firm: Ae Wealth Management, LLC

John McKean (CRD# 6432276) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry. John McKean 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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Professional Designations
Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Apr 2019 - Current 4
Comprehensive Advisor LLC Carlsbad, CA May 2016 - Current 7
Legacy Road LLC Carlsbad, CA May 2016 - Jun 2019 3
Securities America Inc. Irvine, CA Mar 2015 - Apr 2016 1
Cooper Mcmanus Irvine, CA Mar 2015 - Apr 2016 1
Full Time Student San Juan Capistrano, CA Sep 2014 - Mar 2015 < 1
National Engineering And Consulting Inc. Lake Forest, CA May 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for John S. McKean
Phone Number: 866-363-9595
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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