John Negrete (CRD# 5654139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 13 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa, CA | Nov 2018 - Current | 5 |
| Bank Of America, N.a. | Napa, CA | Nov 2018 - Current | 5 |
| Nfp Advisors | Austin, TX | Jan 2016 - Nov 2018 | 2 |
| Kestra Financial Services, Inc. | Austin, TX | Jan 2016 - Nov 2018 | 2 |
| Sitzmann Lavis White, LLC | Lafayette, CA | Oct 2012 - Dec 2016 | 4 |
| Lpl Financial LLC | Boston, CA | Nov 2015 - Jan 2016 | < 1 |
| Resources Investment Advisors, Inc. | Leawood, KS | Nov 2015 - Jan 2016 | < 1 |
| M Holdings Securities, Inc. | Portland, OR | Mar 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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