JE
Johnathon P. Eykyn
IWEALTH
Waseca, MN 56093
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CRD#: 7327314
JE
Professional summary
Johnathon Percy Eykyn, who also goes by J.p. Eykyn, is a registered financial advisor currently at IWEALTH located in Waseca, Minnesota and LPL FINANCIAL LLC located in Waseca, Minnesota.
Johnathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Johnathon has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J.p. Eykyn
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)08/06/2021 - IWEALTH - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/06/2021 - INVESTMENT CENTER ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 11/1/2021 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/28/2021 - 50 Hours Per Month During Securities Trading - I provide investment advisory services through ICA Group Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/05/2024 - iWealth Financial LLC. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 40 Hours per Month/ During Trading - I provide investment advisory services through iWealth, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Johnathon Percy Eykyn'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®
NoneExperience
Current
April 5, 2024 - Present
IWEALTH
Office #1: 213 15th Avenue Ne, Waseca, MN 56093RIA
CRD#: 329980
Waseca, MN
Current
August 12, 2021 - Present
LPL FINANCIAL LLC
Office #1: 213 15th Avenue Ne, Waseca, MN 56093RIA
BD
CRD#: 6413
Waseca, MN
Past
October 29, 2021 - June 21, 2024
ICA GROUP WEALTH MANAGEMENT, LLC
RIA
CRD#: 311419
Waseca, MN
Past
September 10, 2021 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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".
IW
IWEALTH
IWEALTH | IWEALTH FINANCIAL, LLC
CRD#: 329980 / SEC#: 801-129824
RIA
Registered Investment Advisory firm - (4/5/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/21/2024)
RR
Florida(2/14/2022)
RR
Indiana(4/7/2022)
RR
Iowa(3/22/2022)
RR
Kansas(7/20/2022)
RR
Minnesota(9/10/2021)
IAR
Minnesota(4/5/2024)
RR
Missouri(8/18/2022)
RR
New Jersey(11/4/2022)
RR
North Dakota(3/28/2025)
RR
Oregon(7/26/2025)
RR
South Carolina(5/18/2023)
RR
South Dakota(8/26/2022)
RR
Texas(7/20/2022)
IAR
Texas(4/5/2024)
RR
Wisconsin(3/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IWEALTH
IWEALTH | IWEALTH FINANCIAL, LLC
CRD#: 329980 / SEC#: 801-129824
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
213 15th Avenue Ne, Waseca, MN 56093
Mailing Address
Phone number
(507) 835-9111
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 739 |
| AUM (Assets Under Management) | $ 230,656,452 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IWEALTH
CRD#: 329980Waseca, MN 56093TRUST BUT VERIFY
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