John Agnew, financial advisor Pasadena CA
100 score

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 2017/2017 President-Elect of the Financial Planning Association of Los Angeles, and serves on the board of Safe Place For Youth, a non-profit helping homeless youth.

 

His practice focuses on business owners, executives and those going through divorce. 

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Wealth Management Pasadena, CA Mar 2017 - Current < 1
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
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
100
Verified Page
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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