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John Maurice Negrete

The 401(k) Ninja

No Current Employment Listed

Lafayette

CA

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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 1 month, 2 weeks Nov 2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatednapa, Ca 1 month, 2 weeks Nov 2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1 month, 2 weeks Nov 2018 - Present
Nfp Advisors 2 years, 10 months Jan 2016 - Nov 2018
Kestra Financial Services, Inc. 2 years, 10 months Jan 2016 - Nov 2018
LPL Financial LLC 2 months Nov 2015 - Jan 2016
Resources Investment Advisors, Inc. 2 months Nov 2015 - Jan 2016
Sitzmann Lavis White, LLC 4 years, 2 months Oct 2012 - Dec 2016
M Holdings Securities, Inc. 6 years, 8 months Mar 2009 - Nov 2015
M Advisory Group 3 years, 7 months Mar 2009 - Oct 2012
Wyndham Worldwide 5 months Aug 2008 - Jan 2009

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 5, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 5, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Dec. 6, 2018
    • $1.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 37
      number of clients
    • $27.0M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements