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John Anthony Machonga

Johnson Private Wealth Management, LLC

Sarasota, FL

CRD 1144638

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Employer firm

Johnson Private Wealth Management, LLC CRD 169413

$37.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Johnson Private Wealth Management, Llc

1990 Main Street, Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-04-15
  • IL RA
    APPROVED
    Since 2015-04-15

Branch Locations

1990 Main Street, Suite 750, Sarasota, FL 34236 • 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
Firstmerit Bank, N.A. Mt. Prospect IL 05/2012 Present
Johnson Private Wealth Management, Llc Chicago IL 04/2015 Present
Previous Registrations
  • 2011-01-10 → 2012-06-07
    Wood Dale, IL
    Bensenville, IL
    Hinsdale, IL
    Franklin Park, IL
  • 2010-07-16 → 2010-12-22
    Investment Professionals, Inc.
    San Antonio, TX
    Orland Park, IL
  • 2007-05-08 → 2010-06-16
    Midwest Financial And Investment Services, Inc.
    Mchenry, IL
    Melrose Park, IL
    Elmwood Park, IL
    Inverness, IL
    Downers Grove, IL
    Glenview, IL
    Elmwood Park, IL
    Inverness, IL
    Chicago, IL
    Franklin Park, IL
    Chicago, IL
    Chicago, IL
    Downers Grove, IL
    Norridge, IL
Other Businesses

TRADITIONAL INSURANCE PRODUCTS ARE OFFERED THROUGH AFFILIATED AGENCY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-04-19
  • S63 Uniform Securities Agent State Law Examination
    1984-04-19

View on SEC IAPD

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