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John Justus Irving

Advisor at Mass Mutual Investors Services — Olean, NY

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Olean, NY 14760

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,220 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

John Irving is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously spending nine years at Metlife Securities. Irving serves as a board member of the Olean Housing Authority, where he helps maintain organizational policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs including educational seminars and event-driven planning such as divorce and estate-settlement services.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Olean, NY

2646 West State St, Suite 404

Olean NY 14760

Advisors at this office

1

Most active in

New York

Work history

33 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Olean, NY

MassMutual Life Insurance Co

2016 - Present • 10 years

Olean, NY

Metlife Securities

2008 - 2017 • 9 years

Williamsville, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon O

Series 63, Series 65

Olean, NY

AFL Advisory Group LLC

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Wealth management Real estate investing
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Dana C

CFP®, Series 63

Olean, NY

Lincoln Park Capital LLC

Dana Cornell is a CFP® with 17 years of industry experience and is currently the sole advisor at Lincoln Park Capital LLC. Prior to this, Dana worked at Morgan Stanley for 12 years and has held roles at several other firms including Uniting Wealth Partners, LLC and BV Securities. Dana is also involved with Cornell Capital Holdings LLC, an affiliated entity. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and institutional clients. The firm employs a tactical asset allocation strategy with model portfolios tailored to client goals and risk tolerance, incorporating a mix of charting, fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies
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Kyle K

CFP®, Series 63, Series 66

Olean, NY

Uniting Wealth Partners

Kyle Kirk is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Uniting Wealth Partners. His prior roles include positions at Ameriprise Financial Services and Northwest Bank. Kirk is active in his community, holding board memberships with the McKean County Community Foundation and Beacon Light Adult Residential Services, and participates in scholarship award decisions through the Peyton Kirk Memorial Scholarship. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, with a focus on long-term strategies and ongoing oversight.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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Dylan V

Series 66

Olean, NY

Commonwealth Financial Network

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron V

Series 66

Olean, NY

Commonwealth Financial Network

Aaron Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation. He has been with Commonwealth and Cedarwood Financial Partners since 2024. Prior to his advisory career, he held teaching positions at Jamestown Community College, Olean High School, and Portville Central School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and hundreds of thousands of clients, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Troy V

Series 63, Series 66

Olean, NY

Commonwealth Financial Network

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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