John Fredette has been Co-Chief Investment Officer of CMH Wealth Management since January 2022, is a control person of the firm and directly owns under 5% of it. John Fredette holds a BS in Accounting from Plymouth State University and an MS in Finance from Southern New Hampshire University.
CMH Wealth Management, LLC is a Portsmouth, NH firm with $813M under management, 326 clients and 7 advisers across 3 offices, as of its May 2026 filing.
John Fredette is Portfolio Manager and Co-CIO of CMH Wealth Management, which he joined in 2017. Before that he was Senior Portfolio Manager at a local bank trust company and worked at Fidelity Investments for over seven years, spending his last three there in the asset allocation department as both an assistant portfolio manager and analyst.
Professional designations
Listed by CMH Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
John Fredette is registered as an investment adviser representative in New Hampshire, since July 2017.
- New HampshireSince 25 July 2017
Examinations
No examinations are on John Fredette’s record.
- Full name
- John P. Fredette
- CRD
- 6835879
- Firm
- CMH Wealth Management · CRD 150138
- Role
- Co-Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmhwealth.com
Where does John Fredette work?
John Fredette has been Co-Chief Investment Officer of CMH Wealth Management, LLC since January 2022, and is a control person of the firm.
Is John Fredette a financial advisor?
Yes. John Fredette has a current investment-adviser registration in New Hampshire, through CMH Wealth Management since July 2017.
How many years of experience does John Fredette have?
John Fredette has 9 years in the financial industry, since July 2017, across 1 adviser firm.
Is John Fredette registered with FINRA?
No. John Fredette has no current broker registration.
Is John Fredette a CFA charterholder?
CMH Wealth Management lists John Fredette with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify John Fredette’s record?
Search CRD 6835879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Fredette’s full registration record.