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

John R. Wilkes

Some features on this profile are disabled
CRD#: 2200278
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 Randall Wilkes, who also goes by Randy Wilkes, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1992. John had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randy Wilkes

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

April 12, 2002 - December 31, 2006

VANTAGE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 116499
DALLAS, TX
Past

September 1, 1998 - March 3, 1999

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
CINCINNATI, OH
Past

August 13, 1996 - September 18, 1997

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

May 17, 1996 - July 25, 1996

BANK UNITED SECURITIES CORP.

BD
CRD#: 30288
HOUSTON, TX
Past

June 8, 1992 - March 12, 1996

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

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: 11/14/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor John Wilkes

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
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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