Unclaimed Profile

John Joseph Manley

MEKETA INVESTMENT GROUP INC·WESTWOOD, Massachusetts

SIE, Series 7, Series 63CFAClean record12 years registeredMEKETA INVESTMENT GROUP INC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090-1150CRD# 4473689Firm CRD# 110601

Profile Verification

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

Identity

John Joseph Manley · WESTWOOD, MA

Registration

CRD #4473689 · MEKETA INVESTMENT GROUP INC · 12 years registered

Brand Profile

Not yet started

Career History

FORESIDE FINANCIAL SERVICES, LLC

Oct 2023 – present

ARISTOTLE CAPITAL MANAGEMENT, LLC

Jul 2018 – present

WILLIAM BLAIR & COMPANY L.L.C.

May 2014 – Mar 2016

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 12, 2014

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEKETA INVESTMENT GROUP INC

CRD 110601 · SEC 801-14519

AUM

$9.7B

Regulatory assets under management

Employees

231

28 client accounts

Services offered by MEKETA INVESTMENT GROUP INC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at MEKETA INVESTMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does John Joseph Manley offer?

John Joseph Manley specializes in Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are John Joseph Manley's credentials?

John Joseph Manley holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Joseph Manley located?

John Joseph Manley is based in WESTWOOD, Massachusetts, working with MEKETA INVESTMENT GROUP INC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does John Joseph Manley charge for services?

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

How large is MEKETA INVESTMENT GROUP INC?

MEKETA INVESTMENT GROUP INC has approximately 231 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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