John Walsh
John Walsh is a registered investment advisor at World Equity Group, INC., based in Morristown, NJ, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Morristown, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed and long-term care insurance through The Wealth Advisory Group, taking about 10-20% of his time. He is also a managing partner at The Wealth Advisory Group, providing brokerage and advisory services, and serves on the boards of Morristown Partnership, Morristown Field Club, and Cornerstone Family Programs, and acts as a referral agent for Synergi Partners.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chemical Investment Services CORP.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Thomas James Associates, INC.Broker
State Registrations9 states
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.