JM
JM

John Manley

26 Years of Experience
Huntington Beach, CA
Broker

John Manley is a registered investment advisor at Cws Investments, based in Huntington Beach, CA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.

Compensation
N/A
Firm Size
12 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

CWSI does not charge investment management fees to clients. They act as a solicitor for affiliated real estate funds.

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Location

Huntington Beach, CA

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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 is an employee of CWS Apartment Homes (CWSAH), a property management firm, and devotes the majority of his time to CWS Investments compliance.

Employment History
Current Registrations
Cws Investments
May 2024 - Present · 2 yrs
Cws Investments
May 2024 - Present · 2 yrs
Cws Capital Partners LLC
May 2024 - Present · 2 yrs
Cws InvestmentsBroker
May 2024 - Present · 2 yrs
Previous Registrations
Crown Capital Securities, L.P.
February 2014 - May 2024 · 10 yrs 3 mos
Crown Capital Securities, L.P.Broker
January 2009 - May 2024 · 15 yrs 4 mos
Allianz Global Investors Distributors LLCBroker
November 2006 - September 2008 · 1 yr 10 mos
Wm Financial Services, INC.Broker
July 1999 - October 2006 · 7 yrs 3 mos
Fortis Investors, INC.Broker
June 1998 - July 1998 · 1 mo
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILINLAMAMIMNMONCNJNMNVNYOKORPAPRRISCSDTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.