John Joseph Muse
Investment adviser representative at Charlesbridge Advisors
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$108.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Charlesbridge AdvisorsApr 2026 to now
- Berkshire BankSep 2022 to Mar 2026
- Minot Wealth AdvisorsJun 2020 to Sep 2022
- J.P. MorganMay 2018 to Jun 2020
- Merrill LynchMar 2001 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MA).
Charlesbridge Advisors
Legal name: Charlesbridge Advisors, LLC
$108.5MAssets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1632621
- Firm CRD
- 341159