John McNertney, financial advisor San Francisco CA

John McNertney

CRD Number: 5065523
Current Firm: Green Ocean Global Advisors LLC

John McNertney (CRD# 5065523) is an Investment Advisor Representative working at Green Ocean Global Advisors LLC in San Francisco, CA and has over 18 years of experience in the finance industry. John McNertney 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.

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Professional Designations
Company Name Location Dates Years
Green Ocean Global Advisors LLC San Francisco, CA Mar 2022 - Current 2
Freestone Capital Management San Francisco, CA Jul 2018 - Jun 2022 3
Polaris Greystone Financial Group, LLC San Rafael, CA Jul 2012 - Jul 2018 6
Polaris Equity Managment, Inc. San Francisco, CA Aug 2011 - Jul 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John McNertney
Phone Number: (415) 347-8057
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $118,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, WA

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