John Andrew Marcelia

Current Employers

Employment History

• 11/2011 → Present
  M Group Investment Advisor, Llc
  Medford, OR
• 11/2013 → 05/2026
  Lpl Financial Llc
  Medford, OR
• 01/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 05/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-08-28 → 2013-11-19
  Kms Financial Services, Inc.
  Bend, OR
  Medford, OR
  Lake Oswego, OR

Other Businesses

1) Summit Financial d/b/a M GROUP INVESTMENT ADVISOR. Investment-related. At registered location. RIA. Financial Advisor. Start date: 04/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 04/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) M Group Advisor Holdings Inc. Investment Related. 16233 Rock Coast Drive, Winter Garden, FL 34787. Master S-corp. Investment Advisor. Start Date:07/2017. 1 hr/ month. 1 hr/ during securities trading hours. Business entity for fax/investment purposes only 4) M Group Aviation. Non-Investment Related. 16233 Rock Coast Drive, Winter Garden, FL 34787. Aviation. Owner. Start Date: 02/26/2026. 2 hrs/ month 0 hrs/ during securities trading hours. Owns airplane, is operating company for airplane LLC is owned my M Group Advisor Holdings Inc 5) M Group Growth Partners SGP25 LLC. Non- Investment Related. 16233 Rock Coast Drive, Winter Garden, FL 34787. Owner. Operating LLC / Support Company. Start: 12/22/2025; 1 hr/ month. 0 hr/ month during securities trading hours. New LLC that I sold RIA activities to and is 90% owned by M Group Advisor Holdings Inc and Summit/Merchant. All IAR fees go to this LLC as a Pass-through entity

Exams

• S66 Uniform Combined State Law Examination
  2000-07-27