Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Manasquan, NJ 08736
Credentials
Series 66
Industry experience
15 years
John Alexander III is a financial advisor at Allworth Financial, L.P. with 15 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. from 2009 to 2024. Outside of his advisory role, he is a member of Alexander Investments, LLC, a family-owned investment company focused on publicly traded securities and real estate, where he participates in securities research and tax preparation on a non-compensated basis. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, along with specialized options such as tax-aware and faith-based allocations.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
2410 State Highway 34
Manasquan, NJ 08736
New Jersey
Allworth Financial
2024 - Present (2 years)
George McKelvey Co., Inc.
2009 - 2024 (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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