John Richard Makhoul
Advisor at Fidelity — Paramus, NJ North Route 17
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
25 years
Location
Paramus, NJ 07652-2907
Fidelity
Institution
John Makhoul is a Financial Consultant currently working at Fidelity Investments since 2020. He has previously served as a Financial Advisor at Merrill Lynch from 2016 to 2020. His earlier roles include Credit Broker positions at Chapdelaine from 2015 to 2016 and Whitaker Securities from 2004 to 2015.
John holds the CFP® (Certified Financial Planner) and CPWA® (Certified Private Wealth Advisor) certifications. He also possesses a California Insurance License. His professional approach emphasizes commitment, integrity, and a client-first mindset, focusing on helping clients define their financial goals and develop clear, actionable plans they understand and feel empowered to execute.
Based on Fidelity
Paramus, NJ North Route 17
396 North Route 17
Paramus NJ 07652-2907
Advisors at this office
62
New Jersey · Texas
25 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIdelity Brokerage Services LLC
2020 - Present • 6 years
Paramus, NJ
BANK of AMERICA, N.A.
2016 - 2020 • 4 years
Paramus, NJ
Merrill
2016 - 2020 • 4 years
Paramus, NJ
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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