Experience and Personal Information
John is a 25-year veteran of the investment and financial services industry. John spent 15 years at Edward Jones, opening and building the Cerritos branch office. In 2011 he made the decision to take his practice independent, to build a less sales and transaction based business, and to focus more on the advisory/fiduciary relationship of financial planning, investment strategies and risk management for clients who are serious about addressing their important financial goals. John is the Managing Member of Meinert Wealth Management LLC and is a Principal/Office of Supervisory Jurisdiction (OSJ) for other LPL financial advisors.
John has been active in the community over the years serving on the boards of the South East Los Angeles County Workforce Investment Board (past-chair), Community Family Guidance Center and the Cerritos Regional Chamber of Commerce (past-president, Business of the Year).
John and his wife, Maria, work together to serve the needs of the families and business owners they work with. John is also a military veteran, having served in the U.S. Army.
Licenses & Professional Designations (registrations held with LPL Financial)
AAMS® Accredited Asset Management Specialist (College for Financial Planning)
Series 24 General Securities Principal (FINRA)
Series 66 Investment Advisor Representative (Combined State Law)
Series 7 General Securities Representative (FINRA)
Insurance Life, Long-Term Care & Disability (State of California)
CA Insurance License #0C03294