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John William Eisele

Investment Adviser Representative at Malvern Capital Management

Malvern, PACRD #76519Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
48 yrs
Exams Passed
13

Professional summary

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

John William Eisele is an investment adviser representative with Malvern Capital Management in Malvern, PA, where they have been registered since 2024. They have worked in the securities industry since 1978 and have been registered with 6 firms, including LPL Financial LLC and Edward Jones. They have passed 13 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

5 Great Valley Parkway, Suite 226
Malvern, PA 19355

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/19/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/1979
Series 7
General Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 15
Foreign Currency Options Examination
Passed 3/26/1991
Series 5
Interest Rate Options Examination
Passed 4/12/1990
Series 3
National Commodity Futures Examination
Passed 12/12/1985
PC
AMEX Put and Call Exam
Passed 2/6/1978
Series 1
Registered Representative Examination
Passed 8/21/1968
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 2/28/1985
Series 4
Registered Options Principal Examination
Passed 2/6/1978

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Malvern Capital ManagementCurrent
8/6/2024 – Malvern, PA
LPL Financial LLC
6/10/2013 – 8/14/2024Norristown, PA
Edward Jones
3/18/2013 – 5/1/2013St. Louis, MO
Wells Fargo Advisors, LLC
3/31/2009 – 6/16/2011Bryn Mawr, PA
Primevest Financial Services, Inc.
12/14/2005 – 6/25/2007Malvern, PA
Quick & Reilly, Inc.
12/11/2002 – 4/16/2004New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Jun 2013 – Aug 2024Charlotte, NC
  2. Malvern Capital Management, LLC
    Aug 2024 – no end date reportedMalvern, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Malvern Capital Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-only, fully discretionary investment management services provided on a fiduciary basis, including development of personalized investment policy statements, portfolio construction across a variety of asset classes, and comprehensive investment advisory services based on risk tolerance and macro insights.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment ManagementWealth ManagementFee-only AdvisoryFiduciaryPortfolio ManagementInstitutional InvestingRetirement PlanningHigh-net-worthDefined ContributionDefined Benefit

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Malvern, PA
Founded:
2018
SEC file number:
801-131034

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 19, 2026

View full firm profile

Other advisors at Malvern Capital Management

3 other advisors in the directory

View Malvern Capital Management firm profile

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Other advisors whose filed branch office is in the same city.

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 William Eisele 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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