Unclaimed Profile

John Rouse Macgregor

JUNIORCHINA FINANCIAL SERVICE LLC·ANAHEIM, California

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record24 years registeredJUNIORCHINA FINANCIAL SERVICE LLC

2400 EAST KATELLA AVE., ANAHEIM, CA 92806CRD# 2510548Firm CRD# 297563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Rouse Macgregor · ANAHEIM, CA

Registration

CRD #2510548 · JUNIORCHINA FINANCIAL SERVICE LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JUNIORCHINA FINANCIAL SERVICE LLC

JUNIORCHINA FINANCIAL SERVICE LLC

Nov 2018 – Jun 2019

ANAHEIM, CA

KMS FINANCIAL SERVICES, INC

Jun 2016 – Dec 2016

AUBURN, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Jul 2014

HONOLULU, HI

FIRST ALLIED SECURITIES, INC.

Jul 2011 – Jul 2012

HONOLULU, HI

VSR ADVISORY SERVICES

Sep 2009 – Jun 2011

HONOLULU, HI

LPL FINANCIAL CORPORATION

Jan 2009 – Jun 2009

HONOLULU, HI

LPL FINANCIAL CORPORATION

Mar 2005 – Jul 2008

SAN DIEGO, CA

RITTENHOUSE ASSET MANAGEMENT, INC.

Dec 2001 – Jan 2005

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 10, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZINVEST FINANCIAL SERVICE LLC

CRD 297563 · SEC 801-117145

AUM

$24M

Regulatory assets under management

Employees

924 client accounts

Services offered by ZINVEST FINANCIAL SERVICE LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZINVEST FINANCIAL SERVICE LLC →

Introduction

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Frequently Asked Questions

What services does John Rouse Macgregor offer?

John Rouse Macgregor specializes in Investment Management.

What are John Rouse Macgregor's credentials?

John Rouse Macgregor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Rouse Macgregor located?

John Rouse Macgregor is based in ANAHEIM, California, last registered with JUNIORCHINA FINANCIAL SERVICE LLC.

How does John Rouse Macgregor charge for services?

John Rouse Macgregor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JUNIORCHINA FINANCIAL SERVICE LLC?

JUNIORCHINA FINANCIAL SERVICE LLC has approximately 3 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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