John McMahonCRD Number: 6361761
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
John McMahon (CRD# 6361761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Bank Of America, N.a.||Oakland, CA||Sep 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Oakland, CA||Jun 2014 - Current||3|
|Patagonia, Inc.||Ventura, CA||Jul 2012 - May 2014||1|
|University Of California, Santa Barbara||Goleta, CA||Sep 2011 - Jun 2012||< 1|
|Santa Barbara Lacrosse Association||Santa Barbara, CA||Mar 2012 - May 2012||< 1|
|Tropicana Gardens||Goleta, CA||May 2011 - Aug 2011||< 1|
|University Of California, Santa Barbara||Goleta, CA||Sep 2010 - Jun 2011||< 1|
|Hobie Surf Shop||San Clemente, CA||Jul 2010 - Aug 2010||< 1|
|Quiksilver, Inc.||Huntington Beach, CA||Jun 2010 - Jul 2010||< 1|
|Surf N Wear's The Beach House||Santa Barbara, CA||Sep 2009 - May 2010||< 1|
|Santa Barbara City College||Santa Barbara, CA||Aug 2009 - May 2010||< 1|
|Orinda Country Club||Orinda, CA||Jun 2009 - Aug 2009||< 1|
|Santa Barbara City College||Santa Barbara, CA||Aug 2008 - May 2009||< 1|
|Orinda Country Club||Orinda, CA||May 2008 - Aug 2008||< 1|
|Miramonte High School||Orinda, CA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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 pooled investment vehicles (other than investment companies)
- 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, 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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