John McInerney (CRD# 5734672) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 14 years of experience in the finance industry. John McInerney 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | Feb 2024 - Current | < 1 |
| Dba Progressive Financial Planning Services Inc. | Palos Hills, IL | Jan 2010 - Current | 14 |
| Concourse Financial Group Securities Inc. | Palos Hills, IL | Nov 2009 - Jan 2024 | 14 |
| Harvest Investment Services, LLC | Oakbrook Terrace, IN | Jan 2015 - Jul 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- IL
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Total Assets Under Management282MILLIONS
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Total Number of Accounts2,862ACCOUNTS
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Average Account Value$98,414
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI
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