JM
CFA
JM
CFA

John Manley

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
5,903 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$43.8B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

125 Summer Street, Suite 1220, Boston, MA, 02110

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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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Other Business Activities

John is a Senior Vice President at Aristotle Capital Management, LLC since 2016. This activity is investment-related and requires significantly more than full-time commitment.

Employment History
Current Registrations
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 4 mos
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 4 mos
Aristotle Capital Management, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Imst Distributors, LLCBroker
October 2016 - October 2023 · 7 yrs
William BlairBroker
June 2014 - March 2016 · 1 yr 9 mos
William Blair & Company L.L.C.
May 2014 - March 2016 · 1 yr 10 mos
Kobren Insight Brokerage, INCBroker
December 2001 - February 2005 · 3 yrs 2 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Manley - Financial Advisor | TrueAdvisor