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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 Whitehead is a financial advisor with over 25 years of experience. John has worked at both large and small firms, most recently at Jmac Enterprises LLC. John specializes in providing financial planning and portfolio management for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John also provides selection of other advisors and pension consulting. John is registered with the states of Florida, Pennsylvania, and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/06/2022 - Present
Jmac Enterprises LLC (Miami Beach FL)
FL
03/23/2018 - 04/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIAMI BEACH FL)
PA
07/01/2003 - 03/23/2018
WELLS FARGO CLEARING SERVICES, LLC (YARDLEY PA)
NY
09/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/21/1995 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
03/21/1994 - 08/04/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/04/1992 - 03/25/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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