Advisor at The Commonwealth Group LLC
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Firm
The Commonwealth Group LLC
Location
Fernandina Beach, FL
Credentials
Series 63, Series 65
Industry experience
31 years
John Byrne is a financial advisor with The Commonwealth Group LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously led Byrne Wealth Management, LLC for 14 years and has held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is employed as a retail associate at Home Depot in Fernandina Beach, Florida. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to individuals, corporations, retirement plans, foundations, and endowments. The firm manages $8.6 million in assets for 21 clients and focuses on portfolio management tailored to each client, using fundamental analysis and a preference for longer-term investments.
Based on The Commonwealth Group LLC
Fernandina Beach, FL
Florida · Nebraska
Home Depot
2024 - Present (2 years)
The Commonwealth Group LLC
2024 - Present (2 years)
The Commonwealth Group LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Pruco Securities, LLC
2022 - 2023 (1 year)
The Prudential Insurance Company of America
2022 - 2023 (1 year)
OMNI Hotels and Resorts
2022 - 2022 (1 year)
Unemployed
2022 - 2022 (1 year)
Adaptation Financial Advisors Inc.
2020 - 2021 (1 year)
Byrne Wealth Management, Llc
2006 - 2020 (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate 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.
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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