John Callahan
John Callahan is a CFA-designated registered investment advisor at Merrion Investment Management CO, LLC, based in Cranford, NJ, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
184 North Ave. East, Cranford, NJ, 07016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is a managing partner in OLF Enterprises, LLC, a real estate development vehicle, and Shepherds of Capital, LLC, managing family investments, spending about 10-20% of his time on the former and a few hours per week on the latter. He also serves as Treasurer and Finance Committee Chairman for Baltusrol Golf Club and Trustee and Endowment Chair for Scholarship Fund for Inner City Children, each taking a few hours per week.
Employment History
Current Registrations
Merrion Investment Management CO, LLC
Previous Registrations
Merrion Securities, LLCBroker
R. Seelaus & Co.,inc.Broker
Redi Markets LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
TD Securities (USA) INC.Broker
Credit Suisse First Boston CorporationBroker
Salomon Brothers INC.Broker
Goldman, Sachs & CO.Broker
Salomon Brothers INC.Broker
State Registrations1 state
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