Broker Check
John G. McCormick, JD, CLU, ChFC, RICP

John G. McCormick, JD, CLU, ChFC, RICP

John helped form Oak Financial Partners in 2010 as an extension of his practice with AXA Advisors which he initially joined in 2000. Previously, John was a partner in the Litigation department of Dilworth Paxson, LLP in Philadelphia. He is a member of the Equitable Advisors Hall of Fame and the Elite Advisor Group of Equitable Advisors. He works with his clients and their tax and legal advisors to develop suitable investment and risk management strategies. His business is focused on executives and business owners and includes retirement planning, wealth management services, executive benefit issues, and sophisticated estate planning strategies.

John's client advice is concentrated on four specific areas: Holistic Financial Planning, Investment Advisory Services, Individual Risk Management Services and Business Continuation Issues. When John is not in the office, he enjoys volunteering his time as a youth sports coach and spending time with his wife Dawn and their 8 children. He enjoys reading, exercising, music, history and spending time with family and friends at the beach in Ocean City, NJ. John's office is in Cherry Hill, NJ but he also can be found at the regional office in Bala Cynwyd, PA.

Accreditations:

  • Juris Doctor, James A Beasley, Temple University School of Law
  • B.A., American Government, Georgetown University
  • ChFC, Chartered Financial Consultant professional designation, The American College
  • CLU, Chartered Life Underwriter professional designation, The American College
  • FINRA, Series 7 and 66
  • Life and Health Insurance Licensed
  • RICP, Retirement Income Certified Professional designation, The American College

Professional Memberships:

  • The Society of Financial Services Professionals
  • National Association of Insurance and Financial Advisors
  • Finseca

Civic Activities:

  • Georgetown University Alumni Admissions Program
  • Georgetown University Gridiron Club
  • St. Joseph's Preparatory School, Football Alumni Association, former Class Representative
  • Haddonfield Youth Coach, Baseball, Basketball, Soccer
  • South Jersey Youth Flag Football, Coach

CA license number: 0D51841

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.