JW
CFP
JW
CFP
John Walsh is a CFP-designated registered investment advisor, based in Braintree, MA, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
50 Braintree Hill Office Park, Suite 206, Braintree, MA, 02184
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2012Denied
Customer Dispute
April 2009Denied
Other Business ActivitiesSells Insurance
John is involved in fixed insurance sales at a branch location, which is investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2026 - Present · 6 mos
Cetera Wealth Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Lexington Financial Planning Group
May 2005 - January 2008 · 2 yrs 8 mos
Commonwealth Financial Network
April 2001 - May 2026 · 25 yrs 1 mo
Commonwealth Financial NetworkBroker
October 1993 - May 2026 · 32 yrs 7 mos
State Registrations13 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.
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