JM
JM

John Mchale

29 Years of Experience
Gainesville, GA
Broker

John Mchale is a registered investment advisor at Wells Fargo Advisors, based in Gainesville, GA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Gainesville, GA

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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 Activities

John has ownership stakes in JECU LLC, McHale Group LLC, and 1858 Haven Private Wealth LLC, all investment-related and started in 2023. He dedicates a full-time workload to these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
June 2014 - July 2023 · 9 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
June 2014 - July 2023 · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2013 - June 2014 · 1 yr 4 mos
Raymond James & Associates, INC.
February 2013 - June 2014 · 1 yr 4 mos
Morgan Keegan & Company, INC.
March 2009 - February 2013 · 3 yrs 11 mos
Morgan Keegan & Company, INC.Broker
March 2009 - February 2013 · 3 yrs 11 mos
UBS Financial Services INC.Broker
February 2005 - March 2009 · 4 yrs 1 mo
UBS Financial Services INC.
February 2005 - March 2009 · 4 yrs 1 mo
Wachovia Securities, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Wachovia Securities, LLC
July 2003 - February 2005 · 1 yr 7 mos
Prudential Securities Incorporated
April 2003 - July 2003 · 3 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
April 1996 - October 2000 · 4 yrs 6 mos
State Registrations32 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.
John Mchale - Financial Advisor | TrueAdvisor