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John Gerson Kuykendall

Gulfcoast Financial Services, Inc.

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About John Gerson Kuykendall

John Kuykendall is an active Registered Investment Advisor (RIA) with over 25 years of experience in the financial services industry. John is currently registered with Gulfcoast Financial Services, Inc., a firm based in Lake City, FL. He provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, asset allocation, and educational seminars. John has also held previous positions with several other firms in the financial services industry.

Firm Information

John Kuykendall is currently registered with Gulfcoast Financial Services, Inc.. Gulfcoast Financial Services, Inc. is a financial advisory firm that provides a range of services, including financial planning, asset allocation, and portfolio management for individuals and businesses. They offer educational seminars and select other advisors to help clients reach their financial goals. The firm manages approximately $56,958,196 in assets for 441 clients. They specialize in serving high-net-worth individuals and other individuals.

$56.96M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Kuykendall’s Registration & Firm History

FL

03/29/2006 - Present

Gulfcoast Financial Services, Inc. (LAKE CITY FL)

FL

03/23/2015 - 03/21/2017

NEXT FINANCIAL GROUP, INC. (LAKE CITY FL)

FL

10/29/2010 - 04/01/2015

SUMMIT BROKERAGE SERVICES, INC. (LAKE CITY FL)

FL

02/08/2001 - 11/11/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (LAKE CITY FL)

AL

08/31/2000 - 02/08/2001

CAPITAL GROWTH MANAGEMENT INC. (BIRMINGHAM AL)

FL

09/11/1997 - 07/31/2000

MERIDIAN ASSET MANAGEMENT, INC. (TALLAHASSEE FL)

NY

02/08/1997 - 06/26/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

FL

06/22/1995 - 01/15/1997

MERIDIAN ASSET MANAGEMENT, INC. (TALLAHASSEE FL)

FL

12/14/1993 - 03/28/1995

AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 09/27/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/21/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John Gerson Kuykendall. Review regulatory record here.
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