JK
CFA
JK
CFA
John Kokubo
39 Years of Experience
Clarkson, MI
1 DisclosureBroker
John Kokubo is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Clarkson, MI, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3694 Clarkson Rd Suite D, 1st FL, Clarkson, MI, 48346
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2004Settled
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Wells Fargo Advisors
June 2025 - Present · 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2025 · 16 yrs 1 mo
Morgan Stanley
June 2009 - July 2025 · 16 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2006 - April 2007 · 11 mos
Morgan Stanley Dw INC.Broker
May 2006 - April 2007 · 11 mos
Banc One Securities CorporationBroker
February 1999 - May 2006 · 7 yrs 3 mos
Banc One Securities Corporation
February 1999 - May 2006 · 7 yrs 3 mos
First Chicago Nbd Investment Services, INC.Broker
April 1997 - February 1999 · 1 yr 10 mos
Dean Witter Reynolds INC.Broker
July 1983 - April 1994 · 10 yrs 9 mos
State Registrations20 states
AZCACOFLGAHIILMAMIMTNCNVNYOHORPASCTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.