Unclaimed Profile

John Henry Donegan

PACER ADVISORS, INC.·MALVERN, Pennsylvania

SIE, Series 4, Series 6, Series 6TO, Series 7, Series 24, Series 31, Series 63, Series 65Clean record20 years registeredPACER ADVISORS, INC.

500 CHESTERFIELD PARKWAY, MALVERN, PA 19355CRD# 1372279Firm CRD# 137381

Profile Verification

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

Identity

John Henry Donegan · MALVERN, PA

Registration

CRD #1372279 · PACER ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACER ADVISORS, INC.

PACER ADVISORS, INC.

Feb 2020 – Apr 2023

MALVERN, PA

LINCOLN INVESTMENT PLANNING, INC

Aug 2011 – Jan 2012

WYNCOTE, PA

WILMINGTON BROKERAGE SERVICES COMPANY

Mar 2007 – Apr 2008

WILMINGTON, DE

JANNEY MONTGOMERY SCOTT LLC

Mar 2006 – Feb 2007

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 6TO

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACER ADVISORS, INC.

CRD 137381 · SEC 801-79654

AUM

$35.1B

Regulatory assets under management

Employees

47 client accounts

Services offered by PACER ADVISORS, INC.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PACER ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does John Henry Donegan offer?

John Henry Donegan specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are John Henry Donegan's credentials?

John Henry Donegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Henry Donegan located?

John Henry Donegan is based in MALVERN, Pennsylvania, last registered with PACER ADVISORS, INC..

How does John Henry Donegan charge for services?

John Henry Donegan'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 PACER ADVISORS, INC.?

PACER ADVISORS, INC. has approximately 22 employees and manages $35.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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