John G. Kuykendall

GULFCOAST FINANCIAL SERVICES

LAKE CITY, FL 32055

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CRD#: 2424869

Professional summary

John Gerson Kuykendall, who also goes by John G Kuykendall, is a registered financial advisor currently at GULFCOAST FINANCIAL SERVICES, INC. located in Lake City, Florida and KOVACK SECURITIES INC. located in Lake City, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John G Kuykendall

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) DBA: GULFCOAST FINANCIAL SERVICES INC - 248 N. Marion Ave., Lake City FL 32055; INVESTMENT RELATED;CEO & FOUNDER; SEMINARS AS GULF COAST EDUCATIONAL SERVICES; MEET WITH CLIENTS, RESEARCH FUNDS; MARKETING, BILLING AND OTHER ADMINISTRATIVE OPERATIONS; 99% OF TIME SPENT 2) Rotary Club of Lake City - 161 SW Quail Heights Terrace, Lake City, FL 32025; Charity/Non-profit; Non-investment related; Member; Training District Rotary clubs; 1% of time spent. 3) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. - POSITION - AGENT 248 NORTH MARION AVE, LAKE CITY, FL 32055; COMMENCED 11/1995; APPROX 32 HOURS A MONTH; APPROXIMATELY 32 HOURS A MONTH DURING TRADING HOURS 4) JOHN KUYKENDALL REAL ESTATE/RENTAL PROPERTIES, 727 NW OLD MILL DR, LAKE CITY, FL 32055. NON INVEST RELATED. BEGAN 3/06 AS OWNER RENTING OFFICE SPACE. DEVOTES 1 HR/MNTH 0/TRADE. 5) GIDEONS; CHARITY/NON-PROFIT; NON-INVESTMENT RELATED; MEMBER, ATTENDS MEETINGS; 1 HR/MO; NO COMPENSATION. 6) NATIONAL ASSOCIATION OF CHRISTIAN FINANCIAL CONSULTANTS; FL; CHARITY/NON-PROFIT; NON-INVESTMENT RELATED; ASSOC. FOCUSED ON TRAINING PROFESSIONALS IN BIBLICAL STEWARDSHIP; MEMBER; 1 HR/MO; NO COMPENSATION. 7) KINGDOM ADVISORS; GA; PROFESSIONAL ORGANIZATION/ASSOCIATION; NON-INVESTMENT RELATED; COMMUNITY FOR CHRISTIAN PROFESSIONALS; MEMBER; 2 HRS/MO; NO COMPENSATION. 8)GULFCOAST TAX SERVICES - 248 N. MARION AVE, LAKE CITY, FL 32055; NON-INVESTMENT RELATED; PRESIDENT; PREPARING TAX RETURNS; 5% OF TIME SPENT 9) FINANCIAL BOOK - 248 N. MARION AVE, LAKE CITY, FL 32055; INVESMENT RELATED; FINACIAL ADVISOR/ AUTHOR; SALES OF A EDUCATIONAL COMPLIANCE APPROVED BOOK ON AMAZON; 1% OF TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gerson Kuykendall's 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 2, 2006 - Present

GULFCOAST FINANCIAL SERVICES, INC.

Office #1: 248 N. Marion Avenue Suite 101, Lake City, FL 32055

RIA

CRD#: 137201

LAKE CITY, FL

Current

March 17, 2017 - Present

KOVACK SECURITIES INC.

Office #1: 248 N Marion Ave, Lake City, FL 32055

CRD#: 44848

Lake City, FL

Past

March 25, 2015 - April 8, 2015

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

LAKE CITY, FL

Past

March 23, 2015 - March 21, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

LAKE CITY, FL

Past

October 29, 2010 - April 1, 2015

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LAKE CITY, FL

Past

June 28, 2006 - November 11, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LAKE CITY, FL

Past

March 28, 2005 - May 9, 2006

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

FAIRFIELD, IA

Past

February 9, 2001 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

LAKE CITY, FL

Past

February 8, 2001 - November 11, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LAKE CITY, FL

Past

August 31, 2000 - February 8, 2001

STONEX SECURITIES INC.

CRD#: 18456

BIRMINGHAM, AL

Past

September 11, 1997 - July 31, 2000

MERIDIAN ASSET MANAGEMENT, INC.

CRD#: 29223

TALLAHASSEE, FL

Past

February 8, 1997 - June 26, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

June 22, 1995 - January 15, 1997

MERIDIAN ASSET MANAGEMENT, INC.

CRD#: 29223

TALLAHASSEE, FL

Past

December 14, 1993 - March 28, 1995

AMUNI FINANCIAL, INC.

CRD#: 8365

ST. PETERSBURG, FL

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.

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

California
(3/22/2017)

IAR

Florida
(1/2/2006)

Florida
(3/21/2017)

Georgia
(10/8/2024)

Idaho
(7/19/2019)

Oklahoma
(5/19/2021)

IAR

Texas
(3/29/2006)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/8/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/21/1994

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

GULFCOAST FINANCIAL SERVICES, INC.

CRD#: 137201 / SEC#: 801-68221

RIA

Registered Investment Advisory firm - (6/26/2012 Terminated)

Florida

Registered Investment Advisory firm - (3/14/2013 Approved)

Louisiana

Registered Investment Advisory firm - (12/14/2015 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2012 Conditional Restricted)

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

248 N. Marion Avenue Suite 101, Lake City, FL 32055

Mailing Address

Phone number

(386) 755-9018

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	431
AUM (Assets Under Management)	$ 59,174,873

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 G. Kuykendall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gerson Kuykendall's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVACK SECURITIES INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

SUMMIT BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

STONEX SECURITIES INC.

MERIDIAN ASSET MANAGEMENT, INC.

GUARDIAN INVESTOR SERVICES LLC

MERIDIAN ASSET MANAGEMENT, INC.

AMUNI FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2005

Series 63

Date: 3/7/1994

SIE

Date: 10/1/2018

Series 7

Date: 12/13/1993

Series 51

Date: 4/8/2003

Series 24

Date: 3/21/1994

FINRA

Nasdaq Stock Market

Current Firm

GULFCOAST FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GULFCOAST FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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