John W. Weyhgandt

WESTERN STATES INVESTMENTS

CORONA, CA 92882

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CRD#: 6291955

Professional summary

John W Weyhgandt II, who also goes by John W Weyhgandt, is a registered financial advisor currently at WESTERN STATES INVESTMENTS located in Corona, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John W Weyhgandt

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) INDEPENDENT INSURANCE AGENT - UP TO 20 HOURS PER WEEK WITH SOME DURING MARKET HOURS. 2) WESTERN STATES FINANCIAL - OWNER - UP TO 5 HOURS PER WEEK. 3) MEDICARE SALES - LICENSED TO SELL ADVANTAGE PLANS/SUPPLEMENT INSURANCE - SPENDS 1-2 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Weyhgandt 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®

None

Experience

Current

February 19, 2014 - Present

WESTERN STATES INVESTMENTS

Office #1: 2275 South Main Street Ste 103, Corona, CA 92882

RIA

CRD#: 169692

CORONA, CA

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

California
(2/19/2014)

IAR

Texas
(5/19/2021)

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

State Security Law Exam

IAR

Series 65

Date: 10/3/2013

Uniform Investment Adviser Law Examination

Current Firm

WESTERN STATES INVESTMENTS

GLOBALONE WEALTH MANAGEMENT | WEYHGANDT II, JOHN WESLEY | WESTERN STATES WEALTH MANAGEMENT | WESTERN STATES INVESTMENTS

CRD#: 169692 / SEC#:

California

Registered Investment Advisory firm - (2/19/2014 Approved)

Texas

Registered Investment Advisory firm - (5/19/2021 Conditional Restricted)

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Contact information

Main Address

2275 South Main Street Ste 103, Corona, CA 92882

Mailing Address

Phone number

(951) 371-7608

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John W. Weyhgandt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Weyhgandt II's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTERN STATES INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2013

Current Firm

WESTERN STATES INVESTMENTS

Contact information

Documents

Red Flags

Company Information

WESTERN STATES INVESTMENTS

TRUST BUT VERIFY

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