Joseph Damian Mcinerney

Employer firm

Wisdom Wealth Investment Advisors LLC CRD 170536

$139M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 11/1998 → 12/2017
  Proequities, Inc.
  Phoenix, AZ
• 02/2006 → 12/2017
  Proequities, Inc.
  Phoenix, AZ
• 01/2014 → Present
  Wisdom Wealth Investment Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2006-02-17 → 2017-12-31
  Concourse Financial Group Securities, Inc.
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1. DBA: JMFS, INC; NOT INVESTMENT RELATED; 6930 E CHAUNCEY LN, STE 220, PHOENIX, AZ 85054; TAX PREPARATION, PLANNING, REPRESENTATION; ENROLLED AGENT; STARTED 2009; 20-300 HRS/MO. 2. KNIGHTS OF COLUMBUS COUNCIL 10050 POSITION: TREASURER NATURE: CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/15/2012 ADDRESS: 11300 N 64TH ST, SCOTTSDALE AZ 85254 DESCRIPTION: RESPONSIBLE FOR HANDLING COUNCIL DEPOSITS AND PAYING COUNCIL BILLS. 3. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054. INSURANCE SALES. AGENT. 4. BOTTLE & MCINERNEY, LLC; NOT INVESTMENT RELATED; 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054; OWNER; ENTITY CREATED FOR MANAGEMENT AND ADMINISTRATION PURPOSES - INCLUDING BUT NOT LIMITED TO: ENTERING CONTRACTS WITH VENDORS AND PAYING COMMON EXPENSES; SINCE OCTOBER 1998; LESS THAN 1 HOUR PER MONTH DEVOTED TO THIS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1994-08-02

Designations

• Certified Financial Planner

Other Names

• Joe Mcinerney