John Currier Goodson | Financial Professional | Winchester, Tennessee | KINGSWOOD WEALTH ADVISORS, LLC

Professional summary

John Currier Goodson, who also goes by John Goodson, is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Winchester, Tennessee and KINGSWOOD CAPITAL PARTNERS, LLC located in Winchester, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. John has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Goodson

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.

(1) Goodson Weath Management Group LLC - Investment related - 1791 Bypass Road, Winchester, TN 37398 - Financial Advisor - 7/2007 - 160 hours a month - 160 security hours a month - Financial Advisor, Managing Investments for my clients. (2) Eudaimonia Group, LLC - Investment Related - 1791 Bypass Road, Winchester, TN 37398 - RIA/Investments - President - 2019 - 40 hours a month - 32 trading hours - All aspects of the business. (3) Eudaimonia Partners LLC - Investment related - 1791 Bypass Road, Winchester TN 37398 - Financial/RIA - Managing Principal - August 2017 - 32 hours a month - 32 security hours a month - all aspects of the business. (4) Eudaimonia Advisors, LLC. Investment Related. 1791 Bypass Road, Winchester TN 37398. RIA. Managing Partner. Start 6/28/2019. 10 hours per month, 5 during trading. Managing Partner. (5) Eudaimonia Asset Management. Investment Related. 1791 Bypass Road, Winchester TN 37398. RIA. Managing Partner. Start 6/28/2019. 5 hours per month, 5 during trading. Managing Partner (6) Myers Point LLC. Not Investment Related. Sewanee, TN. Real Estate Investment and Sales. Owner. Start 2005. 4 hour per month not during trading. Owner of land and building. (7) Berries Self-Stor, LLC - Not investment related - 1131 North Causeway Boulevard, Mandeville, LA 70471 - Real estate - Owner - July 2018 - 0 hours a month - 0 security hours a month - Real estate investment holding. (8) White Bridge Properties, LLC - Not investment Related - 332 White Bridge Pike, Nashville TN 37209 - Real estate - owner - 9/2018 - 0 hours a month - 0 security hours - Real Estate Investment Holding. (9) Befferfi.co - Not Investment related - 9933 SR 56 Coalmont, TN 37313 - 501c(3) Micro Loans Non-Profit - Board member - 5/2018 - 5 hours a month - 0 security hours a month - on the board helping people with loans. (10) Meyers Point, LLC - Not investment realated - Sewanee, TN - Real Estate and Sales - Owner - 2005 - 4 hours a month - 0 trading hours a month - owner of land and building. (11) Sewanee Angel Park Inc - Not investment related - 1791 Bypass road, Winchester TN 37398 (PO Box 182 Sewanee, TN, 37375) - 501c(3) Area Park for gatherings - board member - 2/2017 - 1 hour a month - no security hours - board member (12) GOODSON INVESTMENT GROUP LTD - Not Investment Related - 1791 Bypass Road, Winchester TN 37398 - Real Estate - Owner - December 2000 - 5 hours a month - no security hours - all aspects of the business (13) SEWANEE BUSINESS ALLIANCE,- not investment related - 49 University Ave, Sewanee, TN 37375 - 501c(6) Not for profit community business support - member - 2/2010 - 4 hours a month - 0 security hours - Member. (14) Insurance. Not Investment Related. 1791 Bypass Road, Winchester TN 37398. Life Insurance. Agent. Start 7/15/2015. 0 hours per month. Sell life insurance as needed to RIA clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Currier Goodson'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

August 15, 2024 - Present

KINGSWOOD WEALTH ADVISORS, LLC

Office #1: 1791 Bypass Road, Winchester, TN 37398

RIA

CRD#: 288792

Winchester, TN

Current

August 21, 2024 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 1791 Bypass Rd, Winchester, TN 37398

BD

CRD#: 19616

WINCHESTER, TN

Past

August 27, 1992 - November 25, 2000

EDWARD JONES

BD

CRD#: 250

ST. LOUIS, MO

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".

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 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.

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

IAR

Alabama
(8/15/2024)

RR

Alabama
(10/24/2024)

RR

Colorado
(2/14/2025)

RR

Connecticut
(11/27/2024)

RR

Florida
(11/18/2024)

IAR

Louisiana
(8/21/2024)

RR

Louisiana
(10/24/2024)

RR

Michigan
(2/19/2025)

RR

Minnesota
(12/20/2024)

RR

Mississippi
(3/11/2025)

RR

Missouri
(3/11/2025)

RR

North Carolina
(12/9/2024)

RR

South Carolina
(1/17/2025)

IAR

Tennessee
(8/15/2024)

RR

Tennessee
(8/21/2024)

RR

Texas
(12/9/2024)

IAR

Texas
(10/14/2025)

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. Note: This rule does not apply to broker-dealer activity.

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 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).

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Contact information

Main Address

11440 W. Bernardo Court Suite 300, San Diego, CA 92127

Mailing Address

126 E 56th Suite 3l, New York, NY 10022

Phone number

(800) 535-6981

Established

Firm type

Fiscal year end

# of Employees

80

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 (3/26/2025)

WRAP FEE PROGRAM BROCHURE - MARCH 28 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,250
AUM (Assets Under Management)	$ 2,470,940,336

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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Advisor Monitoring

Firm Stability Insights

John C. Goodson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Currier Goodson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

EUDAIMONIA PARTNERS, LLC

HAYDEN ROYAL

UHLMANN PRICE SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

KINGSWOOD WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2006

Series 63

Date: 8/28/1992

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/25/1992

Series 10

Date: 3/7/2008

Series 9

Date: 4/26/2006

FINRA

Nasdaq Stock Market

Current Firm

KINGSWOOD WEALTH ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSWOOD WEALTH ADVISORS, LLC

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