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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brandon Whitaker is a financial advisor with over 19 years of experience. John has been registered with Edward Jones since 2005. John holds Series 6, 7, 63, and 66 securities licenses as well as the SIE. He is also a Certified Financial Planner. John is a licensed Investment Advisor Representative in South Carolina and Texas. John has previously worked for State Farm VP Management Corp. In addition to his financial advising work, John is a sole owner of rental property in Columbia, South Carolina. John's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. John is passionate about helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
01/15/2019 - Present
Edward Jones (COLUMBIA SC)
IL
04/07/2004 - 11/08/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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