JH
ChFC
JH
ChFC

John Heacock

16 Years of Experience
Mount Laurel, NJ
Broker

John Heacock is a ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054

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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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Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
October 2025 - Present · 7 mos
VALIC Financial Advisors, INC.
October 2025 - Present · 7 mos
Previous Registrations
MML Investors Services, LLCBroker
December 2022 - October 2025 · 2 yrs 10 mos
MML Investors Services, LLC
December 2022 - October 2025 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2020 - November 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - November 2022 · 2 yrs 9 mos
Hoover Financial Advisors, INC.
June 2018 - January 2020 · 1 yr 7 mos
M Holdings Securities, INC.Broker
May 2017 - May 2018 · 1 yr
M Holdings Securities, INC.
May 2017 - May 2018 · 1 yr
MML Investors Services, LLC
June 2012 - May 2017 · 4 yrs 11 mos
MML Investors Services, LLCBroker
May 2012 - May 2017 · 5 yrs
Nationwide Securities, LLC
February 2012 - April 2012 · 2 mos
Nationwide Securities, LLCBroker
January 2012 - April 2012 · 3 mos
1717 Capital Management CompanyBroker
March 2005 - September 2007 · 2 yrs 6 mos
State Registrations2 states
NJPA
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.