John Daniel Masegian

Employer firm

Pruneyard Financial Group, Inc. CRD 117378

$90.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2002 → Present
  Pruneyard Financial Group, Inc.
  Cupertino, CA
• 09/2004 → Present
  Pruneyard Financial Group, Inc.
  Cupertino, CA
• 10/2021 → Present
  Modest Engine Llc
  Cupertino, CA

Other Businesses

1) PRUNEYARD FINANCIAL GROUP, INC.; NOT INVESTMENT-RELATED; A REGISTERED ACCOUNTANCY CORPORATION IN CALIFORNIA APPR; START DATE 09/2004;APPROXIMATELY 20 HOURS PER WEEK, 10 HOURS DURING SECURITIES TRADING; TAX PLANNING & PREPARATION SERVICES. 2) MODEST ENGINE LLC; NOT INVESTMENT-RELATED; CUPERTINO, CA; STARTED 10/2021; MANAGING MEMBER; JOHN D. MASEGIAN IS PART OWNER OF MODEST ENGINE LLC. THIS LIMITED LIABILITY COMPANY WAS FORMED FOR THE PURPOSE OF LEASING THE OFFICE PROPERTY FROM WHICH THE FIRM CONDUCTS ITS BUSINESS. MR. MASEGIAN SPENDS APPROXIMATELY 1 HOUR PER MONTH ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-03