John
Mcgowan

Cwm, LLC

CRD#7430521
Investment Advisor
in Pittsburgh, PA

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About this Advisor

John Mcgowan is a financial advisor based in Pittsburgh, Pennsylvania, working with Cwm, LLC. John has previously held positions at Raymond James Financial Services, Inc, Pnc Bank, Bank Of New York Mellon, Raymond James Financial Services Advisors, Inc, Cwm, LLC, and Carson Wealth. John has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Cwm, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

One Bigelow Square, 20Th Floor
Pittsburgh, PA 15219

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

PA Average: $1,978,216,465
Total Number of Employees

1,111

PA Average: 226
Total Number of Accounts

110,327

PA Average: 7,467
Average Account Size

$242,682

PA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

John Mcgowan Work History

2024 - Present (0 year)

Cwm, LLC

2024 - Present (0 year)

Carson Wealth

2022 - Present (2 years)

Raymond James Financial Services Advisors, Inc

2021 - Present (3 years)

Raymond James Financial Services, Inc

2018 - 2021 (3 years)

Pnc Bank

2014 - 2018 (4 years)

Pnc Bank

2011 - 2014 (3 years)

Bank Of New York Mellon

Disclosures

Please visit the SEC profile of John Mcgowan 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 Cwm, LLC

James Clements
Omaha, NE
Rachel Kramarchuk
Littleton, CO
Michael Valenti
Omaha, NE
Patrick Bevan
Omaha, NE
James Kampetis
Omaha, NE
Benjamin Bender
Littleton, CO
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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