John Rooney

Managing Principal, Western United States at Commonwealth Financial Network

John came to Commonwealth in 1988 after spending five years as a vice president at Moseley Securities in Boston. Arriving to work in the Product department, John handled mutual funds, many partnerships, commodities, variable annuities, qualified plans, and individual issues. Over time, he has helped engineer the growth of not only the Product department but also Commonwealth as a whole and is relied upon by all parties for his advice and perspective on the direction of the firm. John opened and now manages Commonwealth’s West Coast office in San Diego, California. He has been a guest on numerous television shows and nationally syndicated radio programs. In 2015, John was elected to the Financial Services Institute (FSI) board of directors, and he assumed the role of FSI board chair in 2020.

Location

Fort Worth, United States

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Commonwealth Financial Network

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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021


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Employees

501-1,000

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