Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wesley Sedberry is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Superior Planning, Inc. and is licensed in multiple states including California, Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Iowa, Louisiana, Massachusetts, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Texas, Virginia and Washington. John specializes in providing financial planning, portfolio management and educational seminars for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning fees
1
2
CA
09/20/2024 - Present
Superior Planning, Inc. (SAN DIEGO CA)
CA
05/22/2009 - 01/29/2015
LPL FINANCIAL LLC (CORONADO CA)
CA
05/02/2007 - 05/27/2009
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
01/15/2004 - 05/03/2007
IFMG SECURITIES, INC. (FAIRFIELD CA)
CA
05/09/2003 - 01/06/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
08/03/2001 - 10/22/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 09/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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