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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 Grover Wilson is a financial advisor with Raymond James & Associates, Inc. John Wilson has been in the industry since December 1977. John Wilson is registered to offer securities and investment advisory services in 22 states, including Tennessee and Texas. John Wilson offers financial planning, portfolio management for businesses and individuals, and selection of other advisers. John Wilson also offers pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
TN
05/10/2013 - Present
Raymond James & Associates, Inc. (KNOXVILLE TN)
TN
11/12/1996 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
NY
06/06/1988 - 11/07/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/22/1981 - 06/22/1988
SHEARSON LEHMAN HUTTON INC.
NA
01/31/1980 - 07/30/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
09/08/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
12/05/1977 - 09/29/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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