John P Corron

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

• 02/2019 → 10/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2019 → 10/2019
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 02/2016 → 02/2019
  Putnam Investments
  Boston, MA
• 11/2019 → 02/2023
  Abaris Financial Group Llc
  Concord, MA
• 10/2019 → 02/2023
  Cwm, Llc
  Omaha, NE
• 02/2023 → 09/2024
  Monument Group Wealth Advisors
  Concord, MA
• 02/2023 → 09/2024
  Monument Group Wealth Advisors
  Concord, MA
• 09/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  Morpheus Family Wealth
  Westborough, MA

Previous Registrations

• 2023-04-14 → 2024-10-01
  Monument Group Wealth Advisors, Llc
  Concord, MA
• 2019-11-13 → 2023-02-27
  Cwm, Llc
  Omaha, NE
  Concord, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-30
• S63 Uniform Securities Agent State Law Examination
  2019-04-08

Designations

• Certified Financial Planner

Other Names

• John Paul Corron
• John P Corron
• John Corron
• Jc Corron