linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Stuart Winn

Rubicon Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Stuart Winn

John Winn is a financial advisor who has been in the industry since 2010. John is currently registered with Rubicon Advisors and has held previous positions with Wells Fargo Clearing Services, LLC, Edward Jones, Allstate Financial Services, LLC, and Chase Investment Services Corp. John is a Series 6, 7 and 66 licensed representative. John's experience includes providing investment advisory services, financial planning, and tax preparation. John also serves as a Board Member for Ducks Unlimited.

Firm Information

John Winn is currently registered with Rubicon Advisors. Rubicon Advisors is an investment advisor headquartered in Redding, California. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have over $293 million in regulatory assets under management and offer a wrap fee program.
Rubicon Advisors

1640 EAST CYPRESS

REDDING, CA 96002

$293.85M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Winn’s Registration & Firm History

CA

09/10/2021 - Present

Rubicon Advisors (Redding CA)

CA

03/31/2014 - 05/25/2017

WELLS FARGO CLEARING SERVICES, LLC (PARADISE CA)

CA

10/24/2012 - 04/01/2014

EDWARD JONES (CHICO CA)

CA

10/27/2010 - 07/30/2012

ALLSTATE FINANCIAL SERVICES, LLC (EUREKA CA)

CA

06/14/2010 - 10/12/2010

CHASE INVESTMENT SERVICES CORP. (REDDING CA)

Not sure if John Stuart Winn is right for you?

Licenses & Designations

BOTH

Issued 11/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/11/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Stuart Winn.
Not sure if John Stuart Winn is right for you?