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JM
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John Mccann

Mccann Investment Management LLC
32 Years of Experience
Lodi, CA
Sells Insurance
View SEC Summary
View SEC Summary

John Mccann is a registered investment advisor at Mccann Investment Management LLC, based in Lodi, CA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 113 clients with $8.3M in assets under management.

Mccann Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$73K average
Assets Under Management
$8.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee is negotiable and will not exceed 1.50% of managed assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

214 W. Lockeford Street, Suite 9, Lodi, CA, 95240

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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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Other Business ActivitiesSells Insurance

John is an insurance agent/owner at McCann Insurance since 1994, dedicating about 10-20% of his time. He also manages rental properties, is involved with a church, a non-profit, and EvokeLife, Inc., and is an adjunct professor.

Employment History
Current Registrations
Mccann Investment Management LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Oneamerica Securities, INC.
January 2002 - August 2021 · 19 yrs 7 mos
Oneamerica Securities, INC.Broker
November 2001 - August 2021 · 19 yrs 9 mos
American United Life Insurance CompanyBroker
November 2001 - December 2001 · 1 mo
National Planning CorporationBroker
January 2001 - December 2001 · 11 mos
American Express Financial Advisors INC.Broker
May 1994 - January 2001 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
May 1994 - January 2001 · 6 yrs 8 mos
State Registrations1 state
CA
Advisor

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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