John Macwillie

Employer firm

Boyer Financial Services, Inc. CRD 331868

$167M regulatory AUM

Reported services (Item 5G)

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

• 08/2016 → 09/2019
  Orange County Fast-Twitch
  Fountain Valley, CA
• 12/2019 → 07/2022
  Servite High School
  Anaheim, CA
• 03/2022 → 06/2024
  Chick-Fil-A
  Tustin, CA
• 06/2024 → 12/2024
  Lpl Financial
  Newport Beach, CA
• 12/2024 → Present
  Boyer Financial Services
  Newport Beach , CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-12

Other Names

• John Delmar Macwillie
• John Macwillie
• John Delmar Macwillie