John M. Norman
Professional summary
John Michael Norman, who also goes by Jack Norman, John Norman, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Norman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2026 - Present
LAUREL OAK WEALTH MANAGEMENT, LLC
Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053November 8, 2021 - March 2, 2026
WELLS FARGO CLEARING SERVICES, LLC
October 8, 2021 - March 2, 2026
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2026)
Exams
Series 7TO
Date: 10/8/2021
General Securities Representative ExaminationCurrent Firm
LAUREL OAK WEALTH MANAGEMENT, LLC
CRD#: 336824 / SEC#: 801-133907
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,525 |
| AUM (Assets Under Management) | $ 1,336,284,410 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
LAUREL OAK WEALTH MANAGEMENT, LLC
CRD#: 336824Marlton, NJ 08053TRUST BUT VERIFY
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