AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

John L Castelly

PERSONAL CAPITAL ADVISORS CORPORATION·SAN FRANCISCO, California
Series 7TO, Series 14, Series 24Clean recordPERSONAL CAPITAL ADVISORS CORPORATION
250 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 4911131Firm CRD# 155172

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John L Castelly · SAN FRANCISCO, CA
Registration
CRD #4911131 · PERSONAL CAPITAL ADVISORS CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7TO
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
PERSONAL CAPITAL ADVISORS CORPORATION
CRD 155172 · SEC 801-72613
AUM
$23.1B
Regulatory assets under management
Employees
367
104,861 client accounts
Services offered by PERSONAL CAPITAL ADVISORS CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERSONAL CAPITAL ADVISORS CORPORATION →
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 SAN FRANCISCO?

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

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does John L Castelly offer?
John L Castelly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are John L Castelly's credentials?
John L Castelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John L Castelly located?
John L Castelly is based in SAN FRANCISCO, California, working with PERSONAL CAPITAL ADVISORS CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does John L Castelly charge for services?
John L Castelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL CAPITAL ADVISORS CORPORATION?
PERSONAL CAPITAL ADVISORS CORPORATION has approximately 367 employees and manages $23.1B 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 PERSONAL CAPITAL ADVISORS CORPORATION

Jeremy Simon Schein
SAN FRANCISCO, CA
Kyle Carroll Ryan
GREENWOOD VILLAGE, CO
CFP

More Advisors in SAN FRANCISCO, California

Kevin Bartholomew Goldstein
VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Mazin Salih Jadallah
ALPHACLONE, INC.·SAN FRANCISCO, CA
Thomas Wilson Weisel
THOMAS WEISEL CAPITAL MANAGEMENT LLC·SAN FRANCISCO, CA
Eric Goodbar
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
CFA
Andrew John Pellegrino
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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)MENLO PARK (92)
City Guides
LOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE GuidePASADENA Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile