John Michael O'callaghan
Investment adviser representative at Nectarine
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
12 years in the industry.
- Commonwealth Financial NetworkDec 2025 to now
- NectarineApr 2024 to now
- Williams Asset ManagementJan 2024 to now
- Impact Financial Life Planning LLCFeb 2023 to now
- Williams Asset ManagementJun 2019 to Nov 2023
- University of South CarolinaSep 2014 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
3 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
- 7723884
- Firm CRD
- 327155