John Hassey Nevarez (CRD# 6741914) is an Investment Advisor Representative working at Edward Jones in Delafield, WI and has over 7 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Oct 2020 - Current | 3 |
| Lpl Financial LLC | Columbus, WI | Nov 2018 - Sep 2020 | 1 |
| Farmers & Merchants Union Bank | Columbus, WI | Nov 2018 - Sep 2020 | 1 |
| Thrivent Financial | Appleton, WI | Feb 2017 - Nov 2018 | 1 |
| Rise | Chicago, IL | Nov 2016 - Jan 2017 | < 1 |
| Bethesda Lutheran Communities | Watertown, WI | Dec 2014 - Oct 2016 | 1 |
| Roosevelt University | Chicago, IL | Jan 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- TX
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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