John Christian Endriss

CFP · ChFC

M Holdings Securities, INC.

36 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

M Holdings Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

327 advisors

Number of Clients

3,621 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:$10K

Location

200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

John is a licensed insurance agent.

Employment History

Current Registrations

M Holdings Securities, INC.Broker

March 2025 - Present · 11 mos

Crescent Wealth Advisory, LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Lion Street Financial, LLCBroker

February 2024 - March 2025 · 1 yr 1 mo

M Holdings Securities, INC.

May 2005 - January 2024 · 18 yrs 8 mos

M Holdings Securities, INC.Broker

May 2005 - January 2024 · 18 yrs 8 mos

Underwriters Equity CorporationBroker

July 2004 - April 2005 · 9 mos

Dempsey Financial Network, INC.Broker

March 2001 - May 2003 · 2 yrs 2 mos

New England SecuritiesBroker

November 1994 - March 2001 · 6 yrs 4 mos

Princor Financial Services CorporationBroker

November 1987 - October 1994 · 6 yrs 11 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.