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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 Charles Jackle is a financial advisor with Wells Fargo Clearing Services, LLC, a well-established firm that provides investment and advisory services to a diverse client base. John has been in the financial industry since 1996 and has a broad range of experience, having worked for several firms, including Morgan Stanley Smith Barney and Citigroup Global Markets Inc. John holds the Series 7, Series 63, and Series 65 licenses and is also a Certified Financial Planner. John has a strong track record of success in helping clients achieve their financial goals and has built a reputation for providing personalized service and advice.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/06/2015 - Present
Wells Fargo Clearing Services, LLC (MARIETTA GA)
GA
06/01/2009 - 08/16/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
09/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
06/15/2002 - 09/27/2007
WACHOVIA SECURITIES, LLC (WOODSTOCK GA)
NC
04/02/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/14/2000 - 03/30/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/07/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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