John MackeyCRD Number: 1288574
Current Firm: Comerica Securities
John Mackey (CRD# 1288574) is an Investment Advisor Representative working at Comerica Securities in San Jose, CA and has over 32 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Comerica Securities||San Jose, CA||Nov 2007 - Current||9|
|Greater Bay Bancorp||Palo Alto, CA||Aug 2006 - Nov 2007||1|
|Wells Fargo Investments, LLC||Palo Alto, CA||Oct 2002 - Aug 2006||3|
|Wells Fargo Bank||Palo Alto, CA||Dec 1999 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management920MILLIONS
Total Number of Accounts2,261ACCOUNTS
Average Account Value$406,914
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV