John Somerville, financial advisor Newport Beach CA

John Somerville

CRD Number: 7132813
Current Firm: Goldman Sachs Ayco Personal Financial Management

John Somerville (CRD# 7132813) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Newport Beach, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Ayco Irvine, CA Sep 2021 - Current < 1
Aig Woodland Hills, CA Sep 2020 - Sep 2021 1
Unemployed Ventura, CA May 2020 - Sep 2020 < 1
California State University, Long Beach Long Beach, CA Aug 2018 - May 2020 1
Lpl Financial Ventura, CA Sep 2019 - Nov 2019 < 1
Meathead Movers Oxnard, CA Jun 2019 - Sep 2019 < 1
Ventura College Ventura, CA Aug 2013 - Jun 2018 4
In-n-out Burger Oxnard, CA Jan 2013 - Aug 2016 3
Buena High School Ventura, CA Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for John T. Somerville
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    31,819
    MILLIONS
  • Total Number of Accounts
    64,043
    ACCOUNTS
  • Average Account Value
    $496,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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