JM
JM

John Murray

10 Years of Experience
Medford, NJ
Broker

John Murray is a registered investment advisor at Missionsquare Retirement, based in Medford, NJ, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Medford, NJ

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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
Missionsquare Wealth Management
August 2023 - Present · 2 yrs 9 mos
Missionsquare Retirement
August 2023 - Present · 2 yrs 9 mos
Missionsquare Wealth ManagementBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Voya Financial Advisors, INC.
May 2018 - August 2023 · 5 yrs 3 mos
Voya Financial Advisors, INC.Broker
April 2018 - August 2023 · 5 yrs 4 mos
Gwn Securities INC.
August 2015 - April 2018 · 2 yrs 8 mos
Gwn Securities INC.Broker
July 2015 - April 2018 · 2 yrs 9 mos
State Registrations12 states
CTDEMDMENHNJNYOHPARIVTWV
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.