John James Mclaughlin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2021 → 09/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2013 → 06/2017
  Mainland Regional High School
  Linwood, NJ
• 06/2016 → 08/2020
  Cousins Restaurant
  Ocean City, NJ
• 09/2017 → 05/2021
  Rutgers University
  New Brunswick, NJ
• 05/2019 → 05/2021
  Olde Queens Tavern
  New Brunswick, NJ
• 05/2019 → 07/2019
  John Cabot University
  Rome
• 06/2018 → 09/2018
  Borgata Hotel & Casino
  Atlantic City, NJ
• 05/2021 → 08/2021
  Mclaughlin And Co
  Linwood, NJ
• 09/2024 → 04/2026
  Hartford Funds Distributors, Llc
  Wayne, PA
• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Egg Harbor Township, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-09

Designations

• Certified Financial Planner

Other Names

• John Mclaughlin
• John James Mclaughlin
• John James Mclaughlin
• John J Mclaughlin