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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 Kennon Martin is a financial advisor with over 20 years of experience in the industry. John is registered with Wells Fargo Clearing Services, LLC and has an active license in both North Carolina and Texas. John has previously held positions with A.G. Edwards & Sons, Inc., Charles Schwab & Co., Inc., E*TRADE Securities LLC, Interstate/Johnson Lane Corporation and Dean Witter Reynolds Inc. John provides a variety of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting services to institutional clients. John is also a Certified Financial Planner.
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
NC
06/29/2016 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
10/01/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WINSTON-SALEM NC)
NC
03/17/2003 - 06/14/2006
CHARLES SCHWAB & CO., INC. (WINSTON-SALEM NC)
NJ
06/06/2000 - 03/13/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NC
01/06/1995 - 08/02/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
02/23/1993 - 01/03/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1993
Series 31 - Futures Managed Funds 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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