JS
John J. Skowronski
PCG WEALTH MANAGEMENT
Indpendence, MO 64057
Some features on this profile are disabled
CRD#: 4130860
JS
Professional summary
John Joseph Skowronski II is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Indpendence, Missouri and LPL FINANCIAL LLC located in Independence, Missouri.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. 03/29/2005 - THE SKOWRONSKI FAMILY TRUSTL/ ACT IN A FIDUCIARY CAPACITY/ INVESTMENT RELATED/ 1%/ LEES SUMMIT, MO
2. 10/01/1991 - PCG WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ LEES SUMMIT, MO
3. 01/01/2018 - PCG WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ LEES SUMMIT, MO
4. 06/11/2019 - PCG Wealth Advisors, LLC - DBA:PCG WEALTH MANAGEMENT - Investment related - At reported business location(s) - Registered Investment Advisor DBA - Investment related - At reported business location(s) - 135 hrs/mo - 35 hrs during trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2019. I expect to spend approximately 35 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
5. 06/11/2019 - PCG WEALTH ADVISORS, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:1/1/2018 - 35 hrs/mo - 35 hrs during trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2019. I expect to spend approximately 35 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
6. 10/07/2019 - JRS Retirement Solutions LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:06/05/2019 - 160 hrs/mo - 6 hrs during trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Skowronski II'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®
NoneExperience
Current
June 13, 2019 - Present
PCG WEALTH MANAGEMENT
Office #1: 4200 Little Blue Parkway Suite 460, Indpendence, MO 64057RIA
CRD#: 290977
Indpendence, MO
Current
June 6, 2019 - Present
LPL FINANCIAL LLC
Office #1: 4200 Little Blue Pkwy, Ste 460, Independence, MO 64057RIA
BD
CRD#: 6413
INDEPENDENCE, MO
Past
January 7, 2013 - June 11, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LEES SUMMIT, MO
Past
December 2, 2003 - June 11, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
KANSAS CITY, MO
Past
July 10, 2003 - November 26, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
February 6, 2001 - June 27, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 6, 2001 - June 27, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
May 8, 2000 - December 18, 2000
CONSECO SECURITIES, INC.
BD
CRD#: 29367
CARMEL, IN
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".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)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
RR
Florida(1/26/2022)
RR
Iowa(8/4/2022)
RR
Kansas(6/6/2019)
RR
Missouri(6/6/2019)
IAR
Missouri(6/13/2019)
RR
Texas(6/6/2019)
IAR
Texas(2/24/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 765,458,126 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
