John
Mccafferty
Financial Engines Advisors L.L.C
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About this Advisor
John Mccafferty is a financial advisor working in Alexandria, Virginia with 5 years of industry experience. Mccafferty is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at E*Trade Capital Management LLC, E*Trade Securities LLC, E*Trade Savings Bank, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Mccafferty maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Texas and Virginia. Financial Engines Advisors L.L.C is a company operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 employees. It administers $242 billion in assets under management between its 1,594,707 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Financial Engines Advisors L.L.C can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$241,970,176,743
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,514
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,594,707
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$151,733
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Mccafferty Work History
John has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Savings Bank
*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 Mccafferty 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 Financial Engines Advisors L.L.C
Saint Louis, MO
Newton Center, MA
Phoenix, AZ
Roseville, CA
Alexandria, VA
Farmington, CT
Fairfax, VA
Virginia Beach, VA
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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