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John Joseph Rey

Investment adviser representative at Commonwealth Financial Network
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

25 years in the industry.

  1. Commonwealth Financial NetworkJun 2024 to now
  2. Jm Financial StrategiesJun 2024 to now
  3. Mater Dei CatholicSep 2001 to now
  4. Tushaus Group, LLCJun 2023 to May 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 1 state (CA).

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn 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
4683470
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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