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John Daniel Mcandrew

John Mcandrew Financial Advisors LLC

Heber City, UT

CRD 5621876

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Employer firm

John Mcandrew Financial Advisors LLC CRD 268800

$75.4M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
John Mcandrew Financial Advisors Llc

Heber City, UT • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-10
UT RA APPROVED 2016-06-28
  • CA RA
    APPROVED
    Since 2025-11-10
  • UT RA
    APPROVED
    Since 2016-06-28

Branch Locations

Heber City, UT • 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
John Mcandrew Financial Advisors Llc Heber City UT 06/2015 Present
Independent Insurance Agent Heber City UT 06/2015 03/2017
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-28
  • S66 Uniform Combined State Law Examination
    2015-04-28
Other Names
  • John Daniel Iii Mcandrew

View on SEC IAPD

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