JM
JM

John Francis Mulqueen

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
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Location

37 West Avenue, Suite 301, Wayne, PA, 19087

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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 provides technology and operations support for AdvizorStack and operations management for BX Partners. These non-investment related activities each take a few hours per week.

Employment History
Current Registrations
Alden Investment Group
July 2022 - Present · 3 yrs 7 mos
Alden Capital
May 2018 - Present · 7 yrs 9 mos
J. Alden Associates, INC.Broker
February 2018 - Present · 8 yrs
Previous Registrations
Equalize Capital LLC
March 2019 - December 2022 · 3 yrs 9 mos
Mcg Securities LLCBroker
January 2013 - November 2017 · 4 yrs 10 mos
Bluestone Capital Management, LLC
August 2012 - November 2017 · 5 yrs 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.