JW
JW

John Woolard

29 Years of Experience
Elizabeth City, NC
Broker

John Woolard is a registered investment advisor at Wells Fargo Advisors, based in Elizabeth City, NC, with 29 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

113 S Water Street, Elizabeth City, NC, 27909

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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 has numerous investment-related activities, primarily involving real estate ownership and rental properties, often jointly owned with his spouse. He also has power of attorney for his father.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2023 · 23 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 1999 - May 2023 · 23 yrs 7 mos
First Union Capital Markets CORP.Broker
February 1997 - October 1999 · 2 yrs 8 mos
State Registrations28 states
AKALAZCACOCTDEFLGAIDINMAMDMIMOMSNCNJNYOHORPARISCTXVAWAWI
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.