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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 Kellar is a financial advisor in Naples, Florida, associated with Wells Fargo Advisors Financial Network, LLC. John has been in the securities industry since 1986 and has held various positions at several firms, including Prudential Securities Incorporated, Dean Witter Reynolds Inc, Morgan Keegan & Company, Inc, Raymond James & Associates, Inc, and PaineWebber Incorporated. John holds Series 7, 31, 63, and 65 licenses and the SIE exam. In addition to his work with Wells Fargo, John has 100% ownership of Adaptive Investors, LLC, a firm specializing in investment-related services in Fort Lauderdale, Florida. John provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
FL
12/22/2020 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
NY
02/04/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/21/1992 - 01/07/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TN
11/05/1990 - 01/01/1993
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
12/09/1987 - 11/13/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
12/17/1985 - 12/14/1987
PAINEWEBBER INCORPORATED
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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