JW
JW

John Weaver

31 Years of Experience
Bowdon, GA
Broker

John Weaver is a registered investment advisor at LPL Financial LLC, based in Bowdon, GA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Bowdon, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is involved with Blessed Beyond Measure, Inc. for tax/investment purposes since 2004. He also owns rental property since 2012 and is involved with Mountain View Farms-Hay Farm since 2006.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2004 - September 2022 · 17 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
December 2004 - September 2022 · 17 yrs 9 mos
Wachovia Securities, LLC
May 2003 - December 2004 · 1 yr 7 mos
Wachovia Securities, LLCBroker
March 2001 - December 2004 · 3 yrs 9 mos
Edward JonesBroker
April 1994 - March 2001 · 6 yrs 11 mos
State Registrations9 states
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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.