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JW

John E. Weidner

INVESTMENT RESEARCH
COLORADO SPRINGS, CO
Some features on this profile are disabled
CRD#: 1932986
JW

Professional summary

John Eugene Weidner is a registered financial advisor currently at INVESTMENT RESEARCH CORP located in Colorado Springs, Colorado and WORLD CAPITAL BROKERAGE, INC. located in Colorado Springs, Colorado.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. John has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view John Eugene Weidner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

January 9, 2012 - Present

INVESTMENT RESEARCH CORP

RIA
CRD#: 108208
COLORADO SPRINGS, CO
Current

January 9, 2012 - Present

WORLD CAPITAL BROKERAGE, INC.

BD
CRD#: 37
COLORADO SPRINGS, CO
Past

October 17, 2006 - January 20, 2012

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
COLORADO SPRINGS, CO
Past

April 6, 2006 - January 20, 2012

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
COLORADO SPRINGS, CO
Past

July 29, 1992 - April 11, 2006

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 29, 1992 - December 31, 1993

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

March 20, 1989 - May 24, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

March 20, 1989 - May 24, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IR
INVESTMENT RESEARCH CORP
INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA
Registered Investment Advisory firm - (4/26/1972 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(2/3/2012)
IAR
Arizona
(3/2/2012)
RR
Colorado
(1/9/2012)
IAR
Colorado
(1/9/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 6/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/17/1989
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IR
INVESTMENT RESEARCH CORP
INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA
Registered Investment Advisory firm - (4/26/1972 Approved)
PREMIUM
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Contact information

Main Address
1636 North Logan Street, Denver, CO 80203
Mailing Address
Phone number
(303) 626-0634
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (28 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IRC BROCHURE (3/6/2025)
IRC WRAP BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts177
AUM (Assets Under Management)$ 63,421,004

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

INVESTMENT RESEARCH CORP

CRD#: 108208Colorado Springs, CO

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