John SomervilleCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management31,819MILLIONS
Total Number of Accounts64,043ACCOUNTS
Average Account Value$496,833
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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