John Messersmith, financial advisor West Chester PA
81 score

John Messersmith

CRD Number: 4535066
Current Firm: Next Financial Group, Inc.

John Messersmith (CRD# 4535066) is an Investment Advisor Representative working at Next Financial Group, Inc. in West Chester, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. Glen Mills, PA Jan 2015 - Current 1
Messersmith & Associates Paoli, PA Aug 1986 - Current 30
Commonwealth Financial Network Waltham, MA Mar 2009 - Dec 2014 5
Woodbury Financial Servcies Paoli, PA Jan 2007 - Mar 2009 2
Capital Analysts Paoli, PA Nov 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Apr 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John W. Messersmith
Phone Number: 713-789-7122
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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