John Joseph Rey

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Mater Dei Catholic
  Chula Vista, CA
• 06/2023 → 05/2024
  Tushaus Group, Llc
  San Diego, CA
• 06/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 06/2024 → Present
  Jm Financial Strategies
  San Diego, CA

Previous Registrations

• 2023-06-20 → 2024-05-14
  Tushaus Wealth Management
  San Diego, CA

Other Businesses

1. Tax Preparation, JM Financial Strategies; as of 06/10/2024; 25% of time spent during business hours; Conducted at branch; Not investment related. 2. Owner, Turnaround Consulting Services, a private entity established to facilitate securities, advisory, and insurance business; Located in San Diego, CA, as of 06/03/2024; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Teaching leadership training, with the Carmelite Sisters; Located in San Diego, CA; As of 10/01/2024; 2% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-08-28

Designations

• Certified Financial Planner