John Agnew, financial advisor Los Angeles CA

John Agnew

CRD Number: 6383962
Current Firm: Morgan Stanley
Compensation Model: Both

John Agnew, CFP®, CDFA®, CRPC®.

 

John Agnew is a CERTIFIED FINANCIAL PLANNER™, as well as CERTIFIED DIVORCE FINANCIAL ANALYST™.

 

John Agnew (CRD# 6383962) is an Investment Advisor Representative working at Morgan Stanley Wealth Management in Pasadena, CA. He specializes in comprehensive financial planning as a fee-based advisor. He also manages investment portfolios, advises on qualified retirement plans and other aspects of financial management. 

 

John is 2019 President of the Financial Planning Association of Los Angeles (FPA-LA).

 

His practice focuses on retirement income planning for retirees, business owners, executives... 

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Wealth Management Pasadena, CA Mar 2017 - Current 2
Merrill Lynch Los Angeles, CA Aug 2014 - Mar 2017 2
Ameriprise Financial Services,inc. Long Beach, CA Aug 2014 - Oct 2014 < 1
Cut Cute Couture Los Angeles, CA Jun 2004 - Aug 2014 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2014
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for John Agnew
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • NC
  • NJ
  • NY
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    729,249
    MILLIONS
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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