John Westin Mcentire
Investment adviser representative at Venturi Private Wealth
18 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Venturi Private WealthJan 2019 to now
- Venturi Wealth Management, LLCJun 2018 to now
- J.P. Morgan Securities LLCJul 2011 to Jun 2018
- JPMorgan Chase & Co.Jul 2008 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 5960475
- Firm CRD
- 169576