John Manocchio (CRD# 2565693) is an Investment Advisor Representative working at Commonwealth Financial Network in Truckee, CA and has over 29 years of experience in the finance industry. John Manocchio 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# 4906843
Trident Capital Advisors, LLC
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Apr 2024 - Current | < 1 |
| Pacific Crest Wealth Planning | Truckee, CA | Feb 2021 - Current | 3 |
| Self Employed/john N. Manocchio | Camarillo, CA | Jan 1978 - Current | 46 |
| Commonwealth Financial Network | Waltham, MA | Feb 2021 - Apr 2024 | 3 |
| John Miller | Thousand Oaks, CA | Jan 2018 - Feb 2021 | 3 |
| Miller Manocchio Inc. | Thousand Oaks, CA | Jan 2018 - Feb 2021 | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Camarillo, CA | Feb 1995 - Feb 2021 | 26 |
| Waddell & Reed, Inc. | Sherman Oaks, CA | Nov 1994 - Feb 2021 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
- CA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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