John R. Kinkead

VISIONARY WEALTH ADVISORS

Naples, FL 34110

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CRD#: 2169294

Professional summary

John Robert Kinkead is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Naples, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 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 Robert Kinkead'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, 2025 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 5625 Strand Boulevard Ste. 511, Naples, FL 34110

RIA

CRD#: 169610

Naples, FL

Past

July 29, 2016 - March 27, 2025

NAPLES MONEY MANAGEMENT LLC

RIA

CRD#: 153499

NAPLES, FL

Past

April 27, 2016 - June 15, 2016

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

Tampa, FL

Past

March 13, 2015 - June 8, 2015

GRACE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 169813

Sarasota, FL

Past

October 16, 2013 - December 8, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ZANESVILLE, OH

Past

October 16, 2013 - December 8, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ZANESVILLE, OH

Past

November 1, 2011 - September 4, 2013

MORGAN STANLEY

RIA

CRD#: 149777

DUBLIN, OH

Past

September 21, 2011 - September 4, 2013

MORGAN STANLEY

CRD#: 149777

DUBLIN, OH

Past

April 5, 2004 - May 11, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ZANESVILLE, OH

Past

April 1, 2004 - May 11, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ZANESVILLE, OH

Past

September 26, 2000 - April 22, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

COLUMBUS, OH

Past

August 25, 2000 - April 22, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 6, 1991 - September 8, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (12/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2011

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/13/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/8/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/28/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/20/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/4/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/5/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (12/20/2019 Terminated)

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Contact information

Main Address

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144

Mailing Address

Phone number

(314) 764-2727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VWA WRAP DISCLOSURE BROCHURE (3/31/2025)

VWA DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,262
AUM (Assets Under Management)	$ 2,857,606,496

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2023	Cover Page	Report
10/12/2023	Cover Page	Report
12/14/2022	Cover Page	Report

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.

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Firm Stability Insights

John R. Kinkead

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Kinkead's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAPLES MONEY MANAGEMENT LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

GRACE CAPITAL MANAGEMENT, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2011

Series 65

Date: 3/24/1995

Series 63

Date: 9/13/1991

SIE

Date: 12/8/2014

Series 31

Date: 11/28/2011

Series 7

Date: 9/20/2011

Series 10

Date: 8/4/2001

Series 9

Date: 7/5/2001

Current Firm

VISIONARY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VISIONARY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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