John McGlyn, financial advisor Pomona NY

John McGlyn

CRD Number: 2711835
Current Firm: J.p. Morgan Securities LLC

John McGlyn (CRD# 2711835) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pomona, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Pomona, NY Sep 2016 - Current 7
Bank Of America, N.a. Armonk, NY Apr 2014 - Sep 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Armonk, NY Feb 2014 - Sep 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for John K. McGlyn
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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