John Malone
Investment adviser representative at Apex Investment Group
12 yearsExperience
1 stateRegistered in
$211.1MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Apex Investment Group, LLCMar 2026 to now
- Anomaly CpaFeb 2021 to now
- Tetzel Law LLCMay 2014 to Feb 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Apex Investment Group
Legal name: Apex Investment Group, LLC
$211.1MAssets managed
526Clients
6Advisers
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
- 8242443
- Firm CRD
- 333593