Adviser and broker representative · Cws Investments
John B. Manley
CRD 2927566 · Huntington Beach, CA
At a glance
John B. Manley is an investment adviser representative with Cws Investments in Huntington Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2014, about 12 years ago. John is also registered as a broker representative.
Current advisory firms
- Cws InvestmentsSince May 2024Huntington Beach, CA · State-registered or not in the SEC’s list
- Cws Capital Partners LLCSince May 2024Newport Beach, CA · $268M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.