John McCauley (CRD# 2999241) is an Investment Advisor Representative working at Victory Capital Management Inc. in Cleveland, OH and has over 26 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Funds Distributor, Inc. | Cleveland, OH | Mar 2006 - Current | 18 |
| Victory Capital Advisers | Cleveland, OH | Jan 2004 - Current | 20 |
| Victory Capital Management | Cleveland, OH | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- OH
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Total Assets Under Management151,257MILLIONS
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Total Number of Accounts2,923ACCOUNTS
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Average Account Value$51,747,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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