JM
JM

John Meagher

3 Years of Experience
Roswell, GA
BrokerSells Insurance

John Meagher is a registered investment advisor at Kovack Advisors, INC., based in Roswell, GA, with 3 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, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.

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Location

515 Crossville Rd, Bldg. 100, Suite 120, Roswell, GA, 30075

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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 operates under the DBA Meagher Financial Services as a registered representative, dedicating about three-quarters of his time. He also serves as a Life Brokerage Director for National Insurance Brokerage and focuses on life insurance, collectively dedicating more than full-time hours to these insurance-related activities.

Employment History
Current Registrations
Kovack Advisors, INC.
March 2025 - Present · 1 yr 2 mos
Kovack Securities INC.Broker
March 2022 - Present · 4 yrs 2 mos
State Registrations16 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 Meagher - Financial Advisor | TrueAdvisor