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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 Sherwood Winslow is a financial advisor with Gill Capital Partners, LLC. John has been in the financial industry for over 20 years and has experience as both a broker and an investment advisor. John has a wide range of experience in portfolio management, financial planning, and pension consulting. John holds several licenses and designations including Series 7, 9, 10, 24, 53, 63, 65, and SIE. John has also earned the Operations Professional Examination (Series 99TO). John has worked in the financial industry since 1998, previously with Charles Schwab & Co., Inc. John is registered with the state of California, Colorado, and Texas. John is registered with the following regulators: FINRA, and MSRB. John is a registered Investment Advisor with the state of California, Colorado, and Texas. John specializes in providing advisory services to individuals, businesses, pension and profit-sharing plans, and pooled investment vehicles. John has experience working with clients that include high net worth individuals, charitable organizations, corporations, and individuals other than high net worth individuals. John's firm, Gill Capital Partners, LLC, is a registered investment advisor. The firm has approximately 1,518 accounts with $717,903,721 in assets under management. The firm also offers a variety of services including financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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
CO
01/07/2015 - Present
Gill Capital Partners, LLC (DENVER CO)
TX
08/25/1998 - 09/23/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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