John AgnewCRD 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...
Fried Asset Management, Inc.
Penniall & Associates
|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|
Total Assets Under Management729,249MILLIONS
Total Number of Accounts1,815,592ACCOUNTS
Average Account Value$401,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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