John C Alexander

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2009 → 10/2024
  George Mckelvey Co., Inc.
  Manasquan, NJ
• 10/2024 → Present
  Allworth Financial
  Manasquan, NJ

Previous Registrations

• 2010-05-28 → 2024-10-22
  George Mckelvey Co., Inc.
  Manasquan, NJ
  Manasquan, NJ
  Midlothian, VA
  North Chesterfield, VA
  Manasquan, NJ

Other Businesses

MEMBER OF ALEXANDER INVESTMENTS, LLC., MANASQUAN,NJ, A FAMILY OWNED, INVESTMENT RELATED LLC THAT INVESTS IN PUBLICLY TRADED SECURITIES AND REAL ESTATE, AS OF 1999; APPROX 10 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS IS SPENT ON SECURITIES RESEARCH, INVESTMENT COMMITTEE MEETINGS AND/OR, AS TAX-PARTNER, PREPARATION OF TAXES/K-1S AS NON-COMPENSATED ACTIVITIES.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-26

Other Names

• Chuck Alexander
• John C Alexander
• John C Alexander
• John Charles Alexander