John
Mcmahon
Rockefeller Financial LLC
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About this Advisor
John Mcmahon is a financial advisor operating in Walnut Creek, California with a total of 3 years of industry experience. Mcmahon works at Rockefeller Financial LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Rockefeller Financial LLC. Mcmahon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Rockefeller Financial LLC is a registered investment business operating out of New York, NY. It has offices in 39 locations and a total of 531 advisors. It handles $35 billion in total assets among its 46,727 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 215 charitable organizations. Of its 46,727 customer accounts, 29% belong to high-net-worth clients who have greater than $1 million in assets. Rockefeller Financial LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. However, fee types billed by Rockefeller Financial LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Mcmahon Work History
John has been registered as a financial advisor for 3 years.*
Rockefeller Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mcmahon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
Boca Raton, FL
Dallas, TX
Olympia, WA
San Francisco, CA
Cincinnati, OH
Los Angeles, CA
Scottsdale, AZ
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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