John Bernard Mcmanus
Investment adviser representative at Sowell Management
12 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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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
Experience
12 years in the industry.
- Sowell ManagementFeb 2022 to now
- Central Coast Wealth Advisors d/b/a Cayucos WealthJan 2021 to now
- Self-employedJan 2014 to now
- California Polytechnic State UniversityAug 2019 to Jun 2021
- Edward JonesMay 2018 to Aug 2018
- Cuesta CollegeAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 7255066
- Firm CRD
- 127145