Springreef
46yrs
Top advisor by experience in Chatham
32yrs
Based in Chatham, New Jersey, John Malcolm is a financial advisor with 32 years of industry experience. John has been with GWN Securities since 2018; before that, John spent eight years at Valic Financial Advisors and two years at Cuna Brokerage Services. John holds the CFP® designation.
At a glance
Experience32 years (since 1995)
How that compares ?Top 14% by experience nationwide
OfficeChatham, NJ
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowGWN Securities Inc.Current firm
- 2008 – 2016Valic Financial Advisors, Inc.Previously
- Aug 2006 – Jun 2008Cuna Brokerage Services, Inc.Previously
Contact John
(561) 472-2700Firm headquarters in Palm Beach Gardens, FL. Ask for John. Chatham, NJOffice · Get directions Facebook pageGWN SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call GWN Securities at (561) 472-2700 and ask for John Malcolm. John works from the Chatham, NJ office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 32 years. Top 14% by experience nationwide.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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