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John Wilkinson

Wedbush Securities INC.
51 Years of Experience
Dallas, TX
2 DisclosuresBroker
View SEC Summary
View SEC Summary

John Wilkinson is a registered investment advisor at Wedbush Securities INC., based in Dallas, TX, with 51 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.

Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
10,048 clients
Average Client Portfolio
$566K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5949 Sherry Lane, Ste 1475, Dallas, TX, 75225

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Settled
Customer Dispute
October 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a director of the Ted Nash Long Life Foundation, a private foundation, since 2000. This requires minimal time and is not investment-related.

Employment History
Current Registrations
Wedbush Securities INC.
April 2010 - Present · 16 yrs 6 mos
Wedbush Securities INC.Broker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2009 - April 2010 · 9 mos
Ameriprise Financial Services, INC.Broker
July 2009 - April 2010 · 9 mos
Ameriprise Advisor Services, INC.
September 2007 - October 2009 · 2 yrs 1 mo
Ameriprise Advisor Services, INC.Broker
August 2007 - October 2009 · 2 yrs 2 mos
Morgan Keegan & Company, INC.
February 2004 - September 2007 · 3 yrs 7 mos
Morgan Keegan & Company, INC.Broker
February 2004 - September 2007 · 3 yrs 7 mos
Wachovia Securities, LLC
May 1998 - March 2004 · 5 yrs 10 mos
Wachovia Securities, LLCBroker
May 1998 - March 2004 · 5 yrs 10 mos
Principal Financial Securities,inc.Broker
March 1998 - May 1998 · 2 mos
Painewebber IncorporatedBroker
January 1991 - March 1998 · 7 yrs 2 mos
Rotan Mosle INC.Broker
November 1985 - January 1991 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 1985 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1975 - September 1978 · 3 yrs
State Registrations14 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.
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