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John Arthur Weston

LINCOLN FINANCIAL DISTRIBUTORS
FORT WAYNE, IN
·CRD# 1244146·42 years experience

Professional Summary

John Arthur Weston, who also goes by Jack Weston, is a registered financial advisor currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana. John is registered as a RR (Registered Representative) and started their career in finance in 1984. John has worked at 5 firms and has passed the Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Weston

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
1301 S. Harrison, Fort Wayne, IN 46802
October 12, 2007 - Present
WINDWARD SECURITIES CORPORATION·CRD# 127716
BD
Concord, NH
May 24, 2004 - July 26, 2006
POLARIS FINANCIAL SERVICES, INC.·CRD# 14521
BD
Concord, NH
July 20, 2000 - March 23, 2001
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION·CRD# 5178
BD
Concord, NH
November 21, 1997 - May 25, 2010
OSAIC FS, INC.·CRD# 3870
BD
Concord, NH
May 22, 1984 - October 12, 2007

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Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.
LINCOLN FINANCIAL DISTRIBUTORS, INC.

CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: 8-13431
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

130 N Radnor-chester Rd, Radnor, PA 19087

Mailing Address

130 N Radnor-chester Rd, Radnor, PA 19087

Phone Number

(484) 583-6000

Established

Connecticut since 08/03/1967

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYSHAREHOLDER—
CHRYSSIKOS, PAUL TELEMACSENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER7263748
FALLER, DANIEL TSENIOR VICE PRESIDENT, HEAD OF LFD FINANCE6006570
GIBSON, JASON MICHAELVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION3081880
KENNEDY, JOHN CHRISTOPHERPRESIDENT AND CHIEF EXECUTIVE OFFICER2213083
NEPA, JARED M.SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION5157819
OMORUYI, MEGAN VOGTAVP, FINANCIAL AND OPERATIONS PRINCIPAL7803022
SEIFERT, TIMOTHY JOHNSENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION1577571

Disclosures

Regulatory Event

3

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1984About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed May 1986About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Mar 1986About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Arthur Weston's CRS (Customer Relationship Summary).

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