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John Christopher Wilmerding

Thayer Partners LLC

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About John Christopher Wilmerding

John Christopher Wilmerding is an investment advisor representative associated with Thayer Partners LLC, a firm with offices in Wyndmoor, Pennsylvania. John Christopher Wilmerding has been in the financial services industry since 11/16/2005. John Christopher Wilmerding specializes in financial planning, pension consulting, and the selection of other advisors. John Christopher Wilmerding has been licensed to provide investment advisory services in the state of Pennsylvania since 6/9/2020.

Firm Information

John Wilmerding is currently registered with Thayer Partners LLC. Thayer Partners LLC is an investment advisor headquartered in . With a team of 5 professionals, the firm manages approximately $294.84 million in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Their services include financial planning, portfolio management, and selection of other advisors.

$294.84M

Assets Under Management

20

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Consulting fees

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John Wilmerding’s Registration & Firm History

PA

06/09/2020 - Present

Thayer Partners LLC (Wyndmoor PA)

MA

01/06/2012 - 10/01/2013

COMMONWEALTH FINANCIAL NETWORK (WESTWOOD MA)

MA

11/16/2005 - 01/17/2012

UBS FINANCIAL SERVICES INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Christopher Wilmerding.
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