Joseph Michael Mccann

Employer firm

Heritage Advisors Group, Inc. CRD 307283

$87.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2015 → 11/2021
  Lake Highland Preparatory School
  Orlando, FL
• 11/2021 → 04/2022
  Publix
  Winter Park, FL
• 06/2022 → 05/2023
  University Of Massachusetts, Dartmouth
  Dartmouth, MA
• 05/2023 → 11/2025
  401K Generation
  Altamonte, FL
• 01/2026 → Present
  Heritage Advisors Group, Inc.
  Maitland, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-04

Other Names

• Joe Mccann