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JC

John E. Chilton

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CRD#: 4018222
JC

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 Edward Chilton was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1999. John had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

July 3, 2014 - September 26, 2017

MWM ADVISORY

RIA
CRD#: 166411
LOUISVILLE, KY
Past

May 31, 2012 - November 17, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOUISVILLE, KY
Past

February 2, 2005 - May 25, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOUISVILLE, KY
Past

February 2, 2005 - September 13, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
LOUISVILLE, KY
Past

December 2, 2003 - January 13, 2005

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
LOUISVILLE, KY
Past

December 2, 2003 - January 13, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

October 29, 2002 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

RIA
CRD#: 24049
LOUISVILLE, KY
Past

October 11, 2002 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

December 8, 1999 - October 10, 2002

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX

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
RR
IAR
Series 66
Date: 12/14/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MWM ADVISORY
INVESTMENT ADVISER | MWM ADVISORY SERVICES LLC | MWM ADVISORY | MERITRUST WEALTH MANAGEMENT | MERITRUST LLC

CRD#: 166411 / SEC#: 801-106583

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Contact information


Main Address
2600 Meidinger Tower 462 South Fourth Street, Louisville, KY 40202
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MWM WRAP FEE BROCHURE (3/21/2019)

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


MWM ADVISORY

CRD#: 166411

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