Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
34yrs
John Breen
Full name on record: John Mitchell Breen
Financial advisor at Ameriprise Financial Services
John Breen is a fiduciary financial advisor in Newport Beach, California, with 34 years in the industry. John joined Ameriprise Financial Services in 2014, after less than a year at Oppenheimer & Co. and nine years at Wells Fargo Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience in California
Office660 Newport Center Dr Suite 800, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowAmeriprise Financial Services, LLCCurrent firm
- Jun 2014 – Nov 2014Oppenheimer & Co. Inc.Previously
- 2005 – 2014Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2005Citigroup Global Markets Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Ameriprise Financial Services at 612-671-3131 and ask for John Breen. John works from the Newport Beach, CA office.
How long has John been a financial advisor?
John has been in the industry since 1993, about 34 years. Top 10% by experience in California.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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