John McMahon, financial advisor Walnut Creek CA

John McMahon

CRD Number: 722180
Current Firm: Rockefeller Capital Management

John McMahon (CRD# 722180) is an Investment Advisor Representative working at Rockefeller Capital Management in Walnut Creek, CA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Financial LLC San Francisco, CA Sep 2020 - Current 1
Bank Of America, N.a. Oakland, CA Jan 2012 - Sep 2020 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland, CA Feb 1980 - Sep 2020 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for John F. McMahon
Phone Number: 212-549-5100
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    28,680
    MILLIONS
  • Total Number of Accounts
    34,517
    ACCOUNTS
  • Average Account Value
    $830,908
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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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