JI
JI

John Inman

14 Years of Experience
Albany, GA
Broker

John Inman is a registered investment advisor at Wells Fargo Advisors, based in Albany, GA, with 14 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

613 Pointe North Blvd, Albany, GA, 31721

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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 ownership stakes in several investment-related and non-investment related entities, including real estate and a news website. He dedicates full-time hours to Marcus, Inman, and Daniels Wealth Advisors and ISJ LLC.

Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 5 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - June 2020 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2020 · 7 yrs 4 mos
Morgan Keegan & Company, INC.
May 2012 - February 2013 · 9 mos
Morgan Keegan & Company, INC.Broker
April 2011 - February 2013 · 1 yr 10 mos
State Registrations18 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.
John Inman - Financial Advisor | TrueAdvisor