John Chfc Email & Phone Number

John Chfc

Chief Executive Officer at J D Alex & Company LLC | New York City Metropolitan Area

John Chfc Socials
About John Chfc

As the Chief Executive Officer of J D Alex & Company LLC, John Chfc leverages over 25 years of extensive experience in the financial services industry to drive strategic growth and innovation within the firm. Under his leadership, J D Alex & Company has positioned itself as a leader in expert advisor acquisitions, helping financial advisory firms unlock their full potential through tailored acquisition strategies. John's deep understanding of wealth management, investment planning, and financial planning allows him to navigate the complexities of the market, ensuring that both clients and advisors benefit from seamless transitions and enhanced service offerings.

John's expertise is further underscored by his credentials as a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Chartered Financial Consultant (CHfC). These qualifications not only reflect his commitment to professional excellence but also equip him with the knowledge necessary to guide firms in asset allocation, retirement planning, and liability management. Currently, he is spearheading key projects that focus on integrating advanced technology solutions to streamline the acquisition process, thereby enhancing operational efficiency and client satisfaction.

At J D Alex & Company, John is dedicated to fostering a culture of collaboration and continuous improvement, encouraging his team to stay ahead of industry trends and regulatory changes. His vision is to create a robust ecosystem where financial advisors can thrive, ultimately leading to improved client outcomes and sustainable growth for the firm. With a keen eye for identifying opportunities in the market, John Chfc is committed to elevating the standards of financial advisory services through strategic acquisitions and innovative practices.

John Chfc Work
1 experience icon

Chief Executive Officer at J D Alex & Company LLC in February 2023 to Present

2 experience icon

Executive Director Branch Manager at UBS Financial Services in July 1998 to February 2023

3 experience icon

Sales Manager Director at Paine Webber in January 2000 to November 2003

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John Chfc Skills

Series 7

Investments

Wealth management

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About John Chfc's Current Company
Frequently Asked Questions about John Chfc

What is John Chfc email address?

Email John Chfc at [email protected]. This email is the most updated John Chfc email found in 2026.

How to contact John Chfc?

To contact John Chfc send an email to [email protected]. (updated on October 29, 2024)

What company does John Chfc work for?

John Chfc works for J D Alex & Company LLC

What is John Chfc's role at J D Alex & Company LLC?

John Chfc is Chief Executive Officer

What is John Chfc's Phone Number?

John Chfc's phone (212) ***-*288

What industry does John Chfc work in?

John Chfc works in the Financial Services industry.

John Chfc Email Addresses

Email John Chfc at [email protected]. This email is the most updated John Chfc email found in 2026.

John Chfc Phone Numbers

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