AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

John Daniel Masegian

PRUNEYARD FINANCIAL GROUP, INC.·CAMPBELL, California
Series 65Clean record22 years registeredPRUNEYARD FINANCIAL GROUP, INC.
51 EAST CAMPBELL AVENUE, CAMPBELL, CA 95008CRD# 4782088Firm CRD# 117378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Masegian · CAMPBELL, CA
Registration
CRD #4782088 · PRUNEYARD FINANCIAL GROUP, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

PRUNEYARD FINANCIAL GROUP, INC.
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 8, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRUNEYARD FINANCIAL GROUP, INC.
CRD 117378 · SEC 801-60693
AUM
$123M
Regulatory assets under management
Employees
3
277 client accounts
Services offered by PRUNEYARD FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRUNEYARD FINANCIAL GROUP, INC. →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CAMPBELL?

Browse all registered financial advisors in CAMPBELL, California or claim this profile if it's yours.

Browse CAMPBELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Daniel Masegian offer?
John Daniel Masegian specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are John Daniel Masegian's credentials?
John Daniel Masegian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Masegian located?
John Daniel Masegian is based in CAMPBELL, California, working with PRUNEYARD FINANCIAL GROUP, INC.. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does John Daniel Masegian charge for services?
John Daniel Masegian'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 PRUNEYARD FINANCIAL GROUP, INC.?
PRUNEYARD FINANCIAL GROUP, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PRUNEYARD FINANCIAL GROUP, INC.

Steven Adam Schumaker
CAMPBELL, CA

More Advisors in CAMPBELL, California

Michael Gary Holt
ASSET STRATEGIES & MANAGEMENT INC·CAMPBELL, CA
Min Wang
NEW CITY INVESTMENTS LLC·CAMPBELL, CA
Yannan Wang
NEW CITY INVESTMENTS LLC·CAMPBELL, CA
Eric James Schwertley
PGR SOLUTIONS, LLC·CAMPBELL, CA
Scott Stauffer
WEALTH DESIGN, LLC·CAMPBELL, CA
CFP
Bud Thomas Mine
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC·CAMPBELL, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile