DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Bernard Mcmanus
Certified Financial Planner
Feed of 09/14/2026
Also filed as John B. Mcmanus
At current firm
4 y
since Feb 24, 2022
In the industry
26 y
since Sep 1, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sowell Management independent RIA currentsince Feb 24, 2022 · Cayucos, Ca
- Wealthsource? formerJan 7, 2021 to May 31, 2022 · Cayucos, Ca
- Edward Jones national BDJan 18, 2007 to Dec 15, 2020 · Cayucos, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Sowell Managementleft May 31, 2022, registered Feb 24, 2022 (-96 days) · RIA to RIA
- Edward Jones to Wealthsource?left Dec 15, 2020, registered Jan 7, 2021 (23 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- John Bernard Mcmanus left Wealthsource? for Sowell Management (registered 2022-02-24)May 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address