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JW

John A. Westbrook

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CRD#: 1846059
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Albert Westbrook, who also goes by Al Westbrook, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1988. John had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Westbrook

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

May 29, 2020 - June 9, 2020

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA
Past

March 5, 2015 - August 2, 2018

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
MONTGOMERY, AL
Past

September 4, 2014 - February 10, 2020

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
MONTGOMERY, AL
Past

March 15, 2013 - November 27, 2013

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
AUBURN, AL
Past

March 15, 2013 - November 27, 2013

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
AUBURN, AL
Past

June 3, 2011 - June 8, 2012

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
MONTGOMERY, AL
Past

June 3, 2011 - June 8, 2012

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
MONTGOMERY, AL
Past

September 24, 2010 - June 2, 2011

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
MONTGOMERY, AL
Past

September 24, 2010 - June 2, 2011

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
MONTGOMERY, AL
Past

April 30, 2010 - September 22, 2010

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
MONTGOMERY, AL
Past

November 6, 2009 - September 22, 2010

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
MONTGOMERY, AL
Past

February 14, 2008 - December 1, 2009

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
MONTGOMERY, AL
Past

February 14, 2008 - December 1, 2009

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MONTGOMERY, AL
Past

January 26, 2006 - February 15, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
MONTGOMERY, AL
Past

January 24, 2006 - February 15, 2008

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
MONTGOMERY, AL
Past

August 26, 2004 - January 26, 2006

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
MONTGOMERY, AL
Past

August 26, 2004 - January 26, 2006

FSC SECURITIES CORPORATION

BD
CRD#: 7461
MONTGOMERY, AL
Past

October 3, 2001 - August 12, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BIRMINGHAM, AL
Past

February 15, 1998 - August 12, 2004

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

July 8, 1988 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX

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
IAR
Series 65
Date: 2/2/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures


Regulatory Event2
Arbitration1

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


CAPE SECURITIES INC.

CRD#: 7072

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