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JB

John David Brennan

BRENNAN JOHN DAVID·CORONADO, California
Unclaimed Profile
1001 B AVENUE, CORONADO, CA 92118-3425CRD# 1040401Firm CRD# 108801
01

About

John David Brennan is a registered financial advisor based in CORONADO, California, affiliated with BRENNAN JOHN DAVID. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRENNAN JOHN DAVID
PERSONAL FINANCIAL MANAGEMENT
AUM
$495M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BRENNAN JOHN DAVID →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1040401
Firm CRD# 108801
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Brennan offer?
John David Brennan specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are John David Brennan's credentials?
John David Brennan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Brennan located?
John David Brennan is based in CORONADO, California, working with BRENNAN JOHN DAVID. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does John David Brennan charge for services?
John David Brennan'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 BRENNAN JOHN DAVID?
BRENNAN JOHN DAVID has approximately 2 employees and manages $495M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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