Kevin Mcaloon is a registered investment advisor at Wells Fargo Advisors, based in Westfield, NJ, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
50 Cardinal Drive, Suite 101, Westfield, NJ, 07090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin has a 20% ownership in Hub Advisors LLC and 100% ownership in KJM Financial Services Corp, dedicating about a quarter of his time to each. He also serves as treasurer for Crestview Swim Club, spending a few hours per week on budgeting and cashflow management.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations40 states
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