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John Gordon Mccann

Mccann Investment Management LLC

Lodi, CA

CRD 2479613

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Employer firm

Mccann Investment Management LLC CRD 315149

$8.29M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Mccann Investment Management Llc

214 W. Lockeford Street Suite 9, Lodi, CA 95240 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

214 W. Lockeford Street Suite 9, Lodi, CA 95240 • 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
Oneamerica Securities, Inc Lodi CA 11/2001 08/2021
Mccann Investment Management Llc Lodi CA 08/2021 Present
Lodi English Oaks Church Lodi CA 06/2022 Present
Evokelife, Inc. Lodi CA 01/2020 Present
John Mccann, Sole Proprietor Lodi CA 05/2001 Present
Mccann Insurance Lodi CA 06/1994 Present
  • 11/2001 → 08/2021
    Lodi, CA
  • 08/2021 → Present
    Lodi, CA
  • 06/2022 → Present
    Lodi English Oaks Church
    Lodi, CA
  • 01/2020 → Present
    Evokelife, Inc.
    Lodi, CA
  • 05/2001 → Present
    John Mccann, Sole Proprietor
    Lodi, CA
  • 06/1994 → Present
    Mccann Insurance
    Lodi, CA
Previous Registrations
  • 2002-01-03 → 2021-08-17
    Fresno, CA
    Lodi, CA
    Frontier, ND
    Greenwood Village, CO
    Fresno, CA
    Lodi, CA
    Glendora, CA
    Indianapolis, IN
Other Businesses

1)MCCANN INSURANCE; YES; LODI, CA; INSURANCE AGENT/ OWNER; 06/1994; 25/MO; 25/MO; MARKET AND SELL SERVICES 2) LODI ENGLISH OAKS CHURCH; NO;LODI, CA; CHURCH; HEAD ELDER; 06/2022; 10/MO; 10/MO; EVENT PLANNING AND LEADERSHIP 3) JOHN MCCANN, SOLE PROPRIETOR- PROPERTY MANAGER; YES; LODI,CA; RENTALPROPERTY MANAGER/ OWNER; 05/2001; 5/MO; 5/MO; MANAGE PROPERTIES AND TENNETS 4) LODI EDUCATIONAL ENDOWMENT FOUNDATION; NO; LODI, CA;NON-PROFIT; HEAD OF BOARD; 2/MO; 2/MO; EVENT PLANNING, ACCOUNTING, AND LEADERSHIP 5)EVOKELIFE, INC.; NO; LODI, CA; CFO/CONTROLLER; 01/2020;10/MO; 10/MO; EVENT PLANNING, ACCOUNTING, AND LEADERSHIP 6)BNI Wealth Builders Chapter; Secretary since 2019; not investment related; 5 hrs/mo 7)YOSEMITE COMMUNITY COLLEGE DISTRICT; NO; ADJUNT PROFESSOR; MODESTO, CA; 09/2016; 4/MO; 0/MO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-26
  • S63 Uniform Securities Agent State Law Examination
    1994-05-26

View on SEC IAPD

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