John D'annunzio is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 17 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Crescent Ct, Ste 1400, Dallas, TX, 75201
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
John has 100% ownership with his spouse of JCLB Holdings LLC, which holds family private investments and real estate, since 2020. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations36 states
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
More Advisors
- Russell ChaneyWells Fargo Advisors
- John Mogk, CFPWells Fargo Advisors
- Kyle Merino, CFPWells Fargo Advisors
- Andrea PerrymanWells Fargo Advisors
- Christopher HermanWells Fargo Advisors
- Paul CookeWells Fargo Advisors