JL
JL

John Matthew Linn

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

835 Main Street, Building 200, Buda, TX, 78610

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is an insurance agent selling life insurance and fixed annuities since March 2023. He also works full-time as an advisor at E3 Wealth and spends about half his time as an investment advisor representative at Transcend, advising and managing client investments.

Employment History
Current Registrations
Transce3nd LLC
October 2023 - Present · 2 yrs 4 mos
Madison Avenue Securities, LLCBroker
May 2023 - Present · 2 yrs 9 mos
State Registrations21 states
ARAZCACOCTFLGAIALAMAMDMINCNVNYOHORPASCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.