AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JW

John F. Winnick

Some features on this profile are disabled
CRD#: 1511118
JW

Professional summary


John Frederick Winnick was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John Frederick Winnick, who also goes by Jack Chao, Chao Winnick, Jack Winnick, John Winnick, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1990. John had worked at 9 firms and has passed the Series 63, Series 7, Series 22 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Chao | Chao Winnick | Jack Winnick | John Winnick

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 16, 2007 - March 27, 2008

CAPITAL GROWTH RESOURCES

BD
CRD#: 7779
EL CAJON, CA
Past

May 14, 2003 - March 6, 2007

I.C.R. FINANCIAL CENTER, INC.

BD
CRD#: 30557
SAN DIEGO, CA
Past

May 13, 1993 - June 8, 1994

LAM WAGNER, INC.

BD
CRD#: 29870
Past

April 20, 1993 - May 27, 1993

MONACO SECURITIES, INC.

BD
CRD#: 15719
Past

January 28, 1993 - May 13, 1993

LP CHARLES & COMPANY, INC.

BD
CRD#: 27020
Past

October 27, 1992 - November 28, 1992

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
Past

December 20, 1990 - October 15, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
Past

June 22, 1990 - June 22, 1990

REMINGTON SECURITIES, INC.

BD
CRD#: 16695
Past

February 22, 1990 - August 10, 1990

M.L. STERN & CO., LLC.

BD
CRD#: 8327

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CG
CAPITAL GROWTH RESOURCES
CAPITAL GROWTH RESOURCES

CRD#: 7779 / SEC#: , 8-26590

BD
Terminated by SEC on 01/01/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/26/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL GROWTH PLANNING, INC.SOLE SHAREHOLDER/OWNER
MILLER, WALTER IRWINCHIEF EXECUTIVE OFFICER335720
RACH, LYNNE MARIECHIEF COMPLIANCE OFFICER1723996

Disclosures


Regulatory Event2
Arbitration2

Red Flags


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.

Company Information


CAPITAL GROWTH RESOURCES

CRD#: 7779

TRUST BUT VERIFY

Monitor John Winnick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics