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John Christian Wilbourne

Occidental Asset Management, LLC

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About John Christian Wilbourne

John Christian Wilbourne is an investment advisor representative at Occidental Asset Management, LLC. John has over 25 years of experience in the financial services industry. He is a registered investment advisor in California, Texas and Washington. John has previously worked at LPL Financial LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a graduate of the University of Washington.

Firm Information

John Wilbourne is currently registered with Occidental Asset Management, LLC. Occidental Asset Management, LLC is a registered investment advisor located in Burlingame, CA. They offer a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. Their clientele consists primarily of high-net-worth individuals. The firm manages over $796 million in assets for over 1700 accounts.
Occidental Asset Management, LLC

301 CALIFORNIA DRIVE #9

BURLINGAME, CA 94010

$796.08M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Wilbourne’s Registration & Firm History

WA

08/15/2016 - Present

Occidental Asset Management, LLC (Bellevue WA)

WA

11/02/2012 - 05/31/2016

LPL FINANCIAL LLC (BELLEVUE WA)

WA

01/03/2011 - 11/06/2012

WELLS FARGO ADVISORS, LLC (BELLEVUE WA)

WA

07/12/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)

NY

01/03/2003 - 07/12/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

09/11/1998 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

12/04/1993 - 09/25/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/09/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Christian Wilbourne. Review regulatory record here.
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