John McCarthy (CRD# 4344753) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 23 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacobi Capital Management, LLC | Wilkes Barre, PA | Oct 2015 - Current | 8 |
| Lpl Financial LLC | Wilkes Barre, PA | Sep 2015 - Current | 8 |
| Wyoming Valley Motors | Kingston, PA | Apr 2014 - Oct 2015 | 1 |
| M&t Securities | Wilkes Barre, PA | May 2004 - Sep 2015 | 11 |
| M&t Bank | Wilkes Barre, PA | May 2004 - Sep 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- PA
-
Total Assets Under Management1,692MILLIONS
-
Total Number of Accounts5,591ACCOUNTS
-
Average Account Value$302,709
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV
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