Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W Alexander is a financial advisor with over 26 years of experience in the industry. John has a diverse background, having worked with various firms such as Edward D. Jones & Co., L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Evergreen Investment Services, Inc., and Wells Fargo Advisors Financial Network, LLC. John is currently affiliated with &partners, a firm headquartered in Nashville, TN. &partners provides a range of advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting. John is committed to providing personalized financial advice tailored to individual needs.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
08/29/2023 - Present
&partners (Bee Cave TX)
MO
06/29/2020 - 03/31/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
07/27/2000 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
12/09/1999 - 06/09/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
02/25/1997 - 03/27/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
06/11/1993 - 02/24/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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