John Mears, financial advisor Valencia CA

John Mears

CRD Number: 2496834
Current Firm: Mears Money Management

John Mears (CRD# 2496834) is an Investment Advisor Representative working at Mears Money Management in Valencia, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Mears Money Management Inc. Valencia, CA Feb 2015 - Current 9
Mears And Associates Palmdale, CA Jan 1991 - Current 33
Signature Investment Inc. Dayton, OH Jan 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for John A. Mears
Phone Number: 661-775-3704
Registered State(s):
  • CA
  • TX
Current Firm Details
Mears Money Management
Firm's CRD Number: 277163
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $209,094
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, TX

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