AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

John Herman Wernz

DATALIGN ADVISORY, INC.·CAMBRIDGE, Massachusetts
SIE, Series 7, Series 24, Series 66Clean record15 years registeredDATALIGN ADVISORY, INC.
ONE KENDALL SQUARE, CAMBRIDGE, MA 02139CRD# 5680983Firm CRD# 317004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Herman Wernz · CAMBRIDGE, MA
Registration
CRD #5680983 · DATALIGN ADVISORY, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DATALIGN ADVISORY, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jun 2011 – Apr 2020
PLYMOUTH, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · June 15, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DATALIGN ADVISORY, INC.
CRD 317004 · SEC 801-122733
Employees
18
Total firm employees
Services offered by DATALIGN ADVISORY, INC.
Per Form ADV
Security ratings or pricing services
View all advisors at DATALIGN ADVISORY, 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 CAMBRIDGE?

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

Browse CAMBRIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Herman Wernz offer?
John Herman Wernz is a registered financial advisor in CAMBRIDGE, Massachusetts.
What are John Herman Wernz's credentials?
John Herman Wernz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Herman Wernz located?
John Herman Wernz is based in CAMBRIDGE, Massachusetts, last registered with DATALIGN ADVISORY, INC..
How does John Herman Wernz charge for services?
John Herman Wernz's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DATALIGN ADVISORY, INC.?
DATALIGN ADVISORY, INC. has approximately 18 employees. 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 →

More Advisors in CAMBRIDGE, Massachusetts

Christopher Taylor Carlin
MISSION BIOCAPITAL MANAGEMENT COMPANY LLC·CAMBRIDGE, MA
Shomesh Ernesto Chaudhuri
QLS ADVISORS LLC·CAMBRIDGE, MA
Amy Yaa Boatemaa Duffuor
AZOLLA MANAGEMENT COMPANY, LP·CAMBRIDGE, MA
James Charles Pinney
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
John Robert Goddard
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
Linda Cook Carley
KNOTT ASSET MANAGEMENT, LLC·CAMBRIDGE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile