JM
JM

John Mcfadden

43 Years of Experience
Marlton, NJ
Broker

John Mcfadden is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marlton, NJ, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

50 Lake Center Executive Park, 401 Route 73 N Ste 201, Marlton, NJ, 08053-3425

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLC
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2012 - September 2023 · 11 yrs 4 mos
Wells Fargo Clearing Services, LLC
May 2012 - September 2023 · 11 yrs 4 mos
Morgan Stanley Smith Barney LLC
February 2011 - June 2012 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.Broker
September 1984 - June 2009 · 24 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1982 - August 1984 · 2 yrs 4 mos
State Registrations23 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.