John Joseph Malley
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCSep 2026 to now
- Florida Financial Advisors, LLCMay 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2026 to now
- Western Kentucky UniversityJun 2025 to Apr 2026
- R.D Smothers Wealth ManagementMar 2024 to Jun 2025
- Western Kentucky UniversityAug 2023 to Mar 2024
- Air Mechanical SalesApr 2023 to Aug 2023
- Western Kentucky UniversityAug 2022 to Apr 2023
- Air Mechanical SalesApr 2022 to Aug 2022
- Lexington Catholic High School / WkuAug 2019 to Apr 2022
- Signature Club of LansdowneMay 2018 to Aug 2019
- Christ the King Middle School / LchsApr 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
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
- 8261900
- Firm CRD
- 288811