John Mc Carney
Advisor at STIFEL — Naperville, IL
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
Series 66, Series 63
Experience Industry experience
3 years
Location
Naperville, IL 60563
STIFEL
Institution
John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northern Illinois University. Outside of his advisory work, he is a co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and asset allocation methodology.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Naperville, IL
263 Shuman Blvd., Suite 130
Naperville IL 60563
Advisors at this office
10
Illinois · Texas
3 years of industry experience
STIFEL
2024 - Present • 2 years
Naperville, IL
J.P. Morgan Securities LLC
2022 - 2024 • 2 years
Chicago, IL
Northern Illinois University
2021 - 2022 • 1 year
DeKalb, IL
State Farm
2021 - 2021 • 1 year
Sandwich, IL
Walmart
2021 - 2021 • 1 year
Plano, IL
Amazon
2020 - 2021 • 1 year
Joliet, IL
Unemployed
2019 - 2020 • 1 year
Yorkville, IL
The Randa Group
2018 - 2019 • 1 year
Oswego, IL
Unemployed
2018 - 2018 • 1 year
Yorkville, IL
Spee-Dee Delivery
2017 - 2018 • 1 year
Sugar Grove, IL
Yorkville High School
2016 - 2018 • 2 years
Yorkville, IL
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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
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Bank
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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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