JH
CFP
JH
CFP

John Hammack

25 Years of Experience
Toms River, NJ

John Hammack is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Toms River, NJ, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,395 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)

Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.

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Location

204 Courthouse Ln, Suite 202, Toms River, NJ, 08753

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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.

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Employment History
Current Registrations
Main Street Financial Solutions, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - January 2022 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - January 2022 · 10 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 2009 - October 2010 · 1 yr 3 mos
J.P. Morgan Securities INC.Broker
October 2008 - July 2009 · 9 mos
J.P. Morgan Securities INC.Broker
June 2008 - October 2008 · 4 mos
Bear, Stearns & CO. INC.Broker
May 2004 - June 2008 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
June 1999 - May 2004 · 4 yrs 11 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Hammack - Financial Advisor | TrueAdvisor