John W. Therrell
LEAVELL INVESTMENT MANAGEMENT | Investment Counselor
Fairhope, AL 36532
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CRD#: 6550210
Professional summary
John Wade Therrell III, CFP® is a registered financial advisor currently at LEAVELL INVESTMENT MANAGEMENT, INC. located in Fairhope, Alabama.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm and has passed the Series 65 exam.
Biography
John Wade has been with the firm since 2015 after a successful 10-year career in the banking industry. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018 and he became an approved advisor for the NFL Players Association in 2024. John Wade also serves in various leadership roles within the firm, including the Board of Directors and the Executive Committee. John Wade holds a B.A. from Rhodes College as well as a graduate degree in banking from the Southwestern Graduate School of Banking (SWGSB) at SMU. He played football at Rhodes where he was a four-year starter. Educational honors include receiving the SWGSB 2015 President’s award. John Wade was also a 2011 member of Mobile’s 40 Under 40 Class. His legacy non-profit involvement includes the Fuse Project, Alabama Free Clinic, South Alabama YMCA, and the National Multiple Sclerosis Society, where he served as the chairman of the leadership class. John Wade enjoys spending time with his family, as well as hunting and fishing.
Question & Answer
What are your service offerings?
Investment Planning
Budgeting
Business Succession Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Attending College
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Banking
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Getting Married
Real Estate
Retirement
Stocks & Bonds
Life Planning
Tangible Assets
Succession Planning
Medical & Health Issues
Sudden Wealth
Men's Finances
Nontraditional Households
Women's Finances
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Wade Therrell III'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®
CFP®
Start date: 2018
Experience
Current
September 26, 2015 - Present
LEAVELL INVESTMENT MANAGEMENT, INC.
Office #1: 561 Fairhope Avenue Suite 204, Fairhope, AL 36532RIA
CRD#: 107890
Fairhope, AL
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".
LI
LEAVELL INVESTMENT MANAGEMENT, INC.
LEAVELL INVESTMENT MANAGEMENT, INC. | T.LEAVELL & ASSOCIATES, INC | LEAVELL INVESTMENTS
CRD#: 107890 / SEC#: 801-14752
RIA
Registered Investment Advisory firm - (7/23/1979 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.Highlighted states indicate IAR registrations
IAR
Alabama(9/26/2015)
IAR
Texas(6/8/2016)
Current Firm
LI
LEAVELL INVESTMENT MANAGEMENT, INC.
LEAVELL INVESTMENT MANAGEMENT, INC. | T.LEAVELL & ASSOCIATES, INC | LEAVELL INVESTMENTS
CRD#: 107890 / SEC#: 801-14752
RIA
Registered Investment Advisory firm - (7/23/1979 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
210 Saint Joseph Street, Mobile, AL 36602
Mailing Address
210 Saint Joseph Street, Mobile, AL 36602
Phone number
(251) 433-3709
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,847 |
| AUM (Assets Under Management) | $ 2,967,145,153 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/29/2025 | ||
| 10/25/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
LEAVELL INVESTMENT MANAGEMENT, INC.
Investment CounselorCRD#: 107890Fairhope, AL 36532TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
