John Sharkey
Advisor at M Holdings Securities, INC.
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.
Advisor at M Holdings Securities, INC.
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.
Location
Madison, NJ 07940
Credentials
CFP®, CFA®, Series 66
Industry experience
22 years
John Sharkey is a CFP®, CFA®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with M Holdings Securities, Inc. and has held previous positions at firms including Merrill Lynch and MassMutual. Outside of his advisory role, he serves on the finance committee of the Church of Saint Leo the Great. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, and retirement plans through a nationwide network of advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing sponsored platforms and third-party managers.
Based on M Holdings Securities, INC.
Financial planning/consulting flat fees typically up to $10,000 depending on complexity; negotiable.
$0 - $184,615: Negotiated program fee minus 0.013% plus $24 annual minimum platform fee $184,615 - $2,308,000: Negotiated program fee $2,308,000+: Negotiated program fee minus 0.013% (due to max platform fee $300) $0 - $1,000,000: 1.30% (M Wealth Investment Management Services - Customized) $1,000,001 - $3,000,000: 1.25% (M Wealth Investment Management Services - Customized) $3,000,001 - $5,000,000: 1.20% (M Wealth Investment Management Services - Customized) $5,000,001 - $10,000,000: 1.10% (M Wealth Investment Management Services - Customized) $10,000,001+: 1.05% (M Wealth Investment Management Services - Customized) $0 - $1,000,000: 1.22% (M Wealth Model Management Services) $1,000,001 - $3,000,000: 1.20% (M Wealth Model Management Services) $3,000,001+: 1.17% (M Wealth Model Management Services)
Brokerage commissions on securities and insurance products sold through M Securities BD.
Financial planning/consulting fees up to $500 per hour.
Account minimum: $10,000 Minimum fee: Minimum annual platform fees apply; for example, WealthPursuit Prime, Schwab Programs, and Portfolio Advisory Services apply a minimum annual platform fee of $24, with maximum $300, which adjusts total advisory fee accordingly. Fee-only: Financial planning/consulting fees up to $500 per hour, or flat fees typically up to $10,000 depending on complexity; negotiable.
266 Main Street
Madison, NJ 07940
California · Florida · New Jersey
M Holdings Securities, Inc.
2026 - Present (1 year)
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2017 - 2018 (1 year)
Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America
1999 - 2017 (18 years)
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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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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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