John Robert Wilson
Professional Summary
John Robert Wilson, who also goes by Jack Wilson, is a registered financial advisor currently at DKCB FINANCIAL ADVISORS, LLC located in Rochester, New York. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Robert Wilson, Jack Wilson
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Disclosures on record.
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.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Current Firm
DKCB FINANCIAL ADVISORS, LLC
Contact Information
Main Address
100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618Phone Number
(585) 454-4161# of Employees
14Documents
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
State Registrations and Notice Filings
(6/22/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Wilson's CRS (Customer Relationship Summary).
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
LINCOLN INVESTMENT
RBC CAPITAL MARKETS, LLC