John Joseph Mcaleer

Current Employers

Employment History

• 04/2016 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD
• 04/2016 → 05/2025
  Kestra Advisory Services, Llc
  Timonium, MD
• 01/2025 → Present
  Berman Mcaleer
  Timonium, MD

Previous Registrations

• 2016-04-20 → 2025-05-20
  Kestra Advisory Services, Llc
  Timonium, MD
• 1999-03-19 → 2016-09-22
  Kestra Investment Services, Llc
  Timonium, MD
  Timonium, MD
  New York, NY

Other Businesses

Business Name: Berman McAleer Holdings LLC Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above private investing on behalf of the business owners Position, Title or Relationship: Owner (40%) Start Date: 2/24/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: to make private investments on behalf of the business owners Business Name: Berman McAleer Partnership Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above the only holding of the partnership is life insurance policies on the owners of the Berman McAleer Inc Position, Title or Relationship: Owner Start Date: 1/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None just to pay premiums-partnership was created to hold the life insurance policies for the buy-sell of Berman McAleer Inc. Business Name: Keen Foundation Investment Related: Yes Address: 871 Cranes Gap Road Carlisle PA 17013 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 1/8/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide guidance on where to give the monies Business Name: 350 Main Street LLC Investment Related: No Address: 350 Main Street Reisterstown MD 21136 Nature of Business: Other Bank or Credit Union Position, Title or Relationship: None, just a co-signer on the loan Start Date: 1/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: just the loan payment

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-09
• S63 Uniform Securities Agent State Law Examination
  1989-10-03

Designations

Other Names

• Joe Mcaller
• John Joseph Iv Mcaleer