JW
CFP
JW
CFP

John Weir

42 Years of Experience
Harrison, AR
1 DisclosureBroker

John Weir is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Harrison, AR, with 42 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

715 W Sherman Ave, Suite B, Harrison, AR, 72601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2007
Closed-No Action
Other Business Activities

John is a trustee for two family trusts and a member of Arbor Grove Land Company, LLC, which manages family farming interests. He spends minimal time on these activities.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
July 2014 - Present · 12 yrs 3 mos
Benjamin F. Edwards & Company, INC.Broker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2014 · 6 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2014 · 6 yrs 6 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
August 1984 - January 2008 · 23 yrs 5 mos
State Registrations20 states
ARAZCACOIAINKYLAMOMSNCNENJNYOHOKSCTNTXWA
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.
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