John
Alexander

George Mckelvey Co., LLC

CRD#5214856
Investment Advisor
in Midlothian, VA

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About this Advisor

John Alexander is a financial advisor based in Midlothian, Virginia, working with George Mckelvey Co., LLC. John has previously held a position at George Mckelvey Co., Inc. John has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, John is part of George Mckelvey Co., LLC, which operates out of Midlothian, Virginia. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at George Mckelvey Co., LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Midlothian, VA

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George Mckelvey Co., LLC Brokerage Details

Total Assets Under Management

$1,047,805,019

VA Average: $10,121,009,343
Total Number of Employees

15

VA Average: 92
Total Number of Accounts

1,606

VA Average: 6,978
Average Account Size

$652,432

VA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Alexander Work History

2009 - Present (15 years)

George Mckelvey Co., Inc

Disclosures

Please visit the SEC profile of John Alexander 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 George Mckelvey Co., LLC

Paige Foley
Manasquan, NJ
Kim Trzeciak
Manasquan, NJ
Jessica Baumgartner
Manasquan, NJ
John Alexander
Midlothian, VA
Michael Messinger
Manasquan, NJ
Kimberly Caldwell
Manasquan, NJ
Daravy Son
Manasquan, NJ
Sharon Cooney Jones
Manasquan, NJ

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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