Advisor at Maguire Asset Management, LLC
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
Maguire Asset Management, LLC
Location
Oak Brook, IL 60523
Credentials
Series 63, Series 65
Industry experience
24 years
John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.
Based on Maguire Asset Management, LLC
Based on Maguire Asset Management, LLC
$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly charges reported in SEC Part 1 but no specific hourly rate disclosed in brochure
Account minimum: $250,000
1000 Jorie Blvd, Ste 138
Oak Brook, IL 60523
Illinois · Pennsylvania
Maguire Asset Management LLC
2019 - Present (7 years)
Maguire Asset Management LLC
2004 - 2019 (15 years)
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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.
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.
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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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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