John W. Amos
Professional summary
John Wesley Amos, who also goes by Wes Amos, is a registered financial advisor currently at MCCLELLAND WESLEY WEALTH MANAGEMENT located in Parkton, Maryland.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Wesley Amos's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2015 - Present
MCCLELLAND WESLEY WEALTH MANAGEMENT
October 11, 2011 - February 11, 2015
LPL FINANCIAL LLC
October 11, 2011 - February 11, 2015
LPL FINANCIAL LLC
November 1, 2004 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
October 5, 2004 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
August 28, 2002 - October 13, 2004
MML INVESTORS SERVICES, LLC
January 30, 2001 - July 26, 2002
MORGAN STANLEY DW INC.
August 1, 2000 - July 26, 2002
MORGAN STANLEY DW INC.
July 18, 1994 - April 4, 1997
LEGG MASON WOOD WALKER, INCORPORATED
July 8, 1992 - July 18, 1994
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2015)
Exams
Current Firm
MCCLELLAND WESLEY WEALTH MANAGEMENT
CRD#: 170054 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 15,395,594 |
Red Flags
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