John Michael Wallace
Professional Summary
John Michael Wallace is a registered financial advisor currently at WORLD CHOICE SECURITIES, INC. located in Columbus, Ohio. John is registered as a RR (Registered Representative) and started their career in finance in 2016. John has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.
Contact Information
Main Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235Mailing Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235Phone Number
(614) 436-0231Established
Texas since 09/10/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
43AUM (Assets Under Management)
$26,717,000Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(6/16/2023)
(3/2/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2016About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2016About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Michael Wallace's CRS (Customer Relationship Summary).
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