John M. Wepler
Professional summary
John Martin Wepler is a registered financial professional currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio.
John is registered as a RR (Registered Representative) and started their career in finance in 2018. John has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 62, Series 79 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Martin Wepler's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2012 - Present
MARSHBERRY CAPITAL, LLC.
Office #1: 28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122April 6, 2018 - May 17, 2021
MARSHBERRY WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/3/2014)
(7/18/2012)
(9/16/2025)
(4/27/2021)
(8/7/2012)
(6/24/2015)
(1/23/2025)
(6/24/2019)
(10/17/2025)
(1/14/2013)
(12/16/2014)
(8/14/2012)
(10/31/2012)
(9/4/2025)
(9/13/2012)
(5/15/2013)
(8/17/2012)
(1/2/2014)
(12/9/2021)
(5/28/2013)
(10/7/2013)
(8/28/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 62
Date: 4/19/2012
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
MARSHBERRY CAPITAL, LLC.
CRD#: 157384 / SEC#: , 8-68848
Contact information
FINRA licenses (45 States and Territories)
Documents
Red Flags
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