John Daley has been Chief Compliance Officer of Lifestyle Freedom Advisory Group since January 2025, is a control person of the firm and directly owns under 5% of it.
Lifestyle Freedom Advisory Group, LLC is a Bradenton, FL firm with $157M under management, 189 clients and 5 advisers across 3 offices, as of its March 2026 filing.
John Daley is Partner & Lead Advisor of Lifestyle Freedom Advisory Group, based in Sarasota, FL. He specializes in exit and succession planning consulting and has worked with closely held businesses. Since entering the financial services industry in 1981, he has assisted clients in multiple states with their financial decisions.
John Daley’s longest registration is the current one, 10 years at Lifestyle Freedom Advisory Group since 2016. Before joining Lifestyle Freedom Advisory Group in 2016, John Daley was registered through Oberlin Financial Corp. and Linsco/Private Ledger Corp.
- – present · 10 yearsBradenton, FL · Adviser representative · Firm CRD 283512
- Oberlin Financial Corp.– · 2 yearsScarborough, ME · Adviser representative · Firm CRD 103717
- Linsco/Private Ledger Corp.– · 1 yearScarborough, ME · Adviser representative · Firm CRD 6413
Professional designations
Listed by Lifestyle Freedom Advisory Group
- CLU
Investment adviser representative registrations
John Daley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2016; the most recent is North Carolina, in August 2025.
- FloridaSince 26 May 2016
- North CarolinaSince 28 August 2025
- TexasResidentSince 15 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2014 |
| Series 24 | General Securities Principal Examination | 13 August 1999 |
| Series 7 | General Securities Representative Examination | 16 December 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 2 July 1997 |
| Series 22 | Direct Participation Programs Representative Examination | 11 September 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 April 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 December 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Russell Daley
- CRD
- 1066953
- Firm
- Lifestyle Freedom Advisory Group · CRD 283512
- Role
- Chief Compliance Officer
- Office
- 9040 TOWN CENTER PARKWAY, Bradenton, FL 34202
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifestylefreedom.com
Where does John Daley work?
John Daley has been Chief Compliance Officer of Lifestyle Freedom Advisory Group, LLC since January 2025, and is a control person of the firm.
Is John Daley a financial advisor?
Yes. John Daley has a current investment-adviser registration in Florida, North Carolina and Texas, through Lifestyle Freedom Advisory Group since May 2016.
How many years of experience does John Daley have?
John Daley has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has John Daley passed?
John Daley has passed 7 licensing exams: the Series 6, Series 63, Series 22, Series 26, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in December 1982.
Where did John Daley work before Lifestyle Freedom Advisory Group?
Before Lifestyle Freedom Advisory Group, John Daley was registered through Oberlin Financial Corp., July 2003 to September 2005; Linsco/Private Ledger Corp., June 2002 to July 2003.
Where is John Daley based?
John Daley’s registered office is in Bradenton, FL.
Is John Daley registered with FINRA?
No. John Daley has no current broker registration.
How can I verify John Daley’s record?
Search CRD 1066953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Daley’s full registration record.
