John Shumski has been an investment adviser representative at Networth Asset Management since April 2013, and is not listed among the firm’s executive officers or direct owners. John Shumski studied at Montana State University.
Networth Asset Management, Inc is a firm with $103M under management, 245 clients and 1 adviser across 5 offices, as of its March 2026 filing.
John Drew Shumski is an Investment Adviser Representative of NetWorth Asset Management, Inc. for the Montgomeryville area of the Philadelphia, PA area. He was Principal of Wealth Planners Group, which merged with NetWorth Asset Management on November 15, 2012. His specialties include advanced estate planning, business planning, investments and insurance planning, debt reduction, taxation strategies and wealth management. He has been in the financial services industry since 1997.
John Shumski’s longest registration is the current one, 13 years at Networth Asset Management since 2013. Before joining Networth Asset Management in 2013, John Shumski was registered through Girard Securities, Inc. and On Investment Management Co.
- Intercarolina Financial Services, Inc.– · 1 yearLandsdale, PA · Adviser representative · Firm CRD 19475
- Ifs Advisory, LLC– · under a yearAtlanta, GA · Adviser representative · Firm CRD 154680
- – present · 13 yearsLansdale, PA · Adviser representative · Firm CRD 105145
- Girard Securities, Inc.– · 2 yearsLandsdale, PA · Adviser representative · Firm CRD 18697
- On Investment Management Co– · 3 yearsMontgomeryville, PA · Adviser representative · Firm CRD 105662
- Next Financial Group, Inc.– · under a yearMontgomeryville, PA · Adviser representative · Firm CRD 46214
Designations and memberships
Listed by Networth Asset Management
- Life Underwriter Training Council Fellow (LUTCF)
- Registered Financial Consultant (RFC)
Investment adviser representative registrations
John Shumski is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from April 2013; the most recent are Florida and Minnesota, in September 2024.
- FloridaSince 20 September 2024
- MinnesotaSince 20 September 2024
- PennsylvaniaSince 2 April 2013
- TexasResidentSince 9 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 15 April 2008 |
| Series 66 | Uniform Combined State Law Examination | 25 September 2006 |
| Series 7 | General Securities Representative Examination | 13 September 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Andrew Shumski
- CRD
- 1636896
- Firm
- Networth Asset Management · CRD 105145
- Office
- Lansdale, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- nwam.net
Where does John Shumski work?
John Shumski is an investment adviser representative registered through Networth Asset Management, Inc since April 2013, and is not listed among the firm’s executive officers or direct owners.
Is John Shumski a financial advisor?
Yes. John Shumski has a current investment-adviser registration in Florida, Minnesota, Pennsylvania and Texas, through Networth Asset Management since April 2013.
How many years of experience does John Shumski have?
John Shumski has 20 years in the financial industry, since September 2006, across 6 adviser firms.
What exams has John Shumski passed?
John Shumski has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in September 2006. FINRA credited John Shumski with the SIE, which began in October 2018.
Where did John Shumski work before Networth Asset Management?
Before Networth Asset Management, John Shumski was registered through On Investment Management Co, January 2009 to November 2012; Next Financial Group, Inc., March 2007 to January 2008.
Where is John Shumski based?
John Shumski’s registered office is in Lansdale, PA.
Is John Shumski registered with FINRA?
Yes. John Shumski has a current broker registration, under CRD 1636896.
Source: FINRA BrokerCheck
How can I verify John Shumski’s record?
Search CRD 1636896 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Shumski’s full registration record.