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John Bernard Finigan

Hb Wealth

Towson, MD

Atlanta, GA

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-03
  • MD RA
    APPROVED
    Since 2025-02-03

Branch Locations

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Jpmorgan Chase Bank, N.A. New York NY 07/2019 03/2020
Jpmorgan Securities, Llc. New York NY 07/2019 03/2020
Univeristy Of Delaware Newarl DE 08/2013 06/2019
Diamond State Financial Group Newark DE 06/2017 08/2017
Suffolk Construction Boston MA 06/2018 08/2018
University Of Delaware Newark DE 09/2018 05/2019
Wells Fargo Clearing Services, Llc New York NY 03/2020 03/2023
Wms Partners, Llc Towson MD 04/2023 01/2025
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 07/2019 → 03/2020
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 07/2019 → 03/2020
    Jpmorgan Securities, Llc.
    New York, NY
  • 08/2013 → 06/2019
    Univeristy Of Delaware
    Newarl, DE
  • 06/2017 → 08/2017
    Diamond State Financial Group
    Newark, DE
  • 06/2018 → 08/2018
    Suffolk Construction
    Boston, MA
  • 09/2018 → 05/2019
    University Of Delaware
    Newark, DE
  • 03/2020 → 03/2023
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 04/2023 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
S63 Uniform Securities Agent State Law Examination 2019-09-04
  • S66 Uniform Combined State Law Examination
    2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2019-09-04
Designations
Other Names
  • Jackson Finigan
  • John Bernard Finigan

View on SEC IAPD

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