Justin McMahon (CRD# 6308684) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cranberry Township, PA and has over 8 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Cranberry Township, PA | Jun 2020 - Current | 3 |
| E*trade Capital Management LLC | Morristown, NJ | Oct 2019 - May 2020 | < 1 |
| E*trade Securities LLC | Morristown, NJ | Oct 2019 - May 2020 | < 1 |
| Charles Schwab Bank | Pittsburgh, PA | Mar 2017 - Oct 2019 | 2 |
| Charles Schwab & Company, Inc. | Pittsburgh, PA | Jul 2015 - Oct 2019 | 4 |
| Chestnut Hill College | Philadelphia, PA | Jan 2014 - May 2015 | 1 |
| Chestnut Hill College | Philadelphia, PA | Jan 2012 - May 2015 | 3 |
| Chestnut Hill College | Philadelphia, PA | Aug 2011 - May 2015 | 3 |
| Osaka | Philadelphia, PA | Sep 2014 - Apr 2015 | < 1 |
| Woodmere Art Museum | Philadelphia, PA | Sep 2014 - Mar 2015 | < 1 |
| Global Arena Capital | New York, NY | Mar 2014 - Aug 2014 | < 1 |
| Pantagis Renaissance | Scotch Plains, NJ | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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