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John Westin Mcentire

Venturi Private Wealth

Boise, ID

CRD 5960475

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Employer firm

Venturi Private Wealth CRD 169576

$3.58B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CFO SERVICES/BILL PAY SERVICES

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

Current Employers
Venturi Private Wealth

800 W Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-04
  • TX RA
    APPROVED
    Since 2019-01-04

Branch Locations

800 W Main Street Suite 1150, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 07/2011 06/2018
Jpmorgan Chase & Co. New York NY 07/2008 06/2018
Venturi Wealth Management, Llc Austin TX 06/2018 Present
  • 07/2011 → 06/2018
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2008 → 06/2018
    Jpmorgan Chase & Co.
    New York, NY
  • 06/2018 → Present
    Venturi Wealth Management, Llc
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-28
  • S63 Uniform Securities Agent State Law Examination
    2011-11-28
Designations
  • Chartered Financial Analyst
Other Names
  • John Mcentire

View on SEC IAPD

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