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John Walter Healy

Investment Adviser Representative at DESTINATION WEALTH MANAGEMENT

Walnut Creek, CACRD #2131366Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Walter Healy has worked in the securities industry since 2002. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/23/2005
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/20/2000
Series 24
General Securities Principal Examination
Passed 1/26/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Next $1m0.88%
First $500,0001.15%
Next $500,0000.98%
Next $1m0.93%
Next $1m0.83%
Next $1m0.78%
Flat: $5M-$10M0.75%
Flat: $10M-$15M0.70%
Flat: $15M-$20M0.65%
Flat: $20M+0.60%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Destination Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DESTINATION WEALTH MANAGEMENTCurrent
12/20/2024Walnut Creek, CA
LPL ENTERPRISE, LLC
9/23/202411/20/2024Alameda, CA
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
7/28/20168/24/2023San Francisco, CA
NUVEEN ASSET MANAGEMENT, LLC
9/1/20116/6/2016Chicago, IL
NUVEEN FUND ADVISORS, INC.
10/4/20069/1/2011Chicago, IL
WM ADVISORS INC
8/24/20054/7/2006Seattle, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Walter Healy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Walter Healy - Financial Advisor in Walnut Creek, CA | AdvisorFinder