JK
CFP
JK
CFP

John Kirkland

20 Years of Experience
Alpharetta, GA
Broker

John Kirkland is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 20 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12830 Highway 9 N, Alpharetta, GA, 30004

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2019 - September 2022 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
May 2019 - September 2022 · 3 yrs 4 mos
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Ameriprise Financial Services, INC.
September 2005 - June 2007 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
September 2005 - June 2007 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations9 states
ALFLGAMDNCNYSCTXVA
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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