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JA

John H. Alexander

KIKER WEALTH MANAGEMENT
Watkinsville, GA 30677
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CRD#: 4751186
JA

Professional summary


John Hardin Alexander is a registered financial advisor currently at KIKER WEALTH MANAGEMENT, LLC located in Watkinsville, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Hardin Alexander'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

September 26, 2017 - Present

KIKER WEALTH MANAGEMENT, LLC

Office #1: 1120 Mars Hill Road Suite 109, Watkinsville, GA 30677
RIA
CRD#: 154405
Watkinsville, GA
Past

February 13, 2013 - August 30, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ATHENS, GA
Past

February 13, 2013 - August 30, 2017

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ATHENS, GA
Past

August 4, 2004 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATHENS, GA
Past

April 26, 2004 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATHENS, GA

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
KIKER WEALTH MANAGEMENT, LLC
HEADWATERS INVESTMENT ADVISORS, LLC | KIKER WEALTH MANAGEMENT, LLC | KIKER VENTURES, INC.

CRD#: 154405 / SEC#: 801-79392

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Florida
Registered Investment Advisory firm - (4/3/2014 Terminated)
Georgia
Registered Investment Advisory firm - (4/3/2014 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(9/26/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KW
KIKER WEALTH MANAGEMENT, LLC
HEADWATERS INVESTMENT ADVISORS, LLC | KIKER WEALTH MANAGEMENT, LLC | KIKER VENTURES, INC.

CRD#: 154405 / SEC#: 801-79392

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Florida
Registered Investment Advisory firm - (4/3/2014 Terminated)
Georgia
Registered Investment Advisory firm - (4/3/2014 Terminated)
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Contact information


Main Address
788 W Church Street, Jasper, GA 30143
Mailing Address
Phone number
(706) 253-7285
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KIKER WEALTH MANAGEMENT BROCHURE (2/12/2026)

Regulatory assets under management


Total Number of Accounts2,571
AUM (Assets Under Management)$ 395,103,704

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


KIKER WEALTH MANAGEMENT, LLC

CRD#: 154405Watkinsville, GA 30677

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