Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Houston Sowell is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the industry since 2003, working in several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. John has a broad experience in financial planning, portfolio management for both individuals and businesses, and pension consulting. John is registered in 20 states and holds several licenses, including Series 6, 7, and 66. John is also the owner of JHS Real Estate.
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
TX
03/14/2014 - Present
Wells Fargo Clearing Services, LLC (PORTLAND TX)
TX
09/28/2011 - 03/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
TX
01/03/2011 - 10/05/2011
WELLS FARGO ADVISORS, LLC (MIDLAND TX)
TX
12/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MIDLAND TX)
TX
07/06/2005 - 03/04/2008
CHASE INVESTMENT SERVICES CORP. (FRISCO TX)
IL
10/24/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2003
Series 6 - Investment Company Products/Variable Contracts 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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