John
Wilcox
Mayflower Advisors
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About this Advisor
John Wilcox is a certified financial planner who works in Boston, Massachusetts with a total of 2 years of relevant experience. Wilcox currently works for Mayflower Advisors. During their career, Wilcox has held roles at Wells Fargo Advisors Financial Network LLC, Mayflower Financial Advisors, LLC and Private Client Services. Wilcox holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Massachusetts. Mayflower Advisors is a business that has its headquarters in Boston, MA. The firm has offices in four locations and a total of 37 financial advisors. It administers $1 billion in assets under management among its 2,311 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 2,311 customer accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Mayflower Advisors has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fees billed by Mayflower Advisors likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mayflower Advisors Brokerage Details
$1,028,571,872
37
2,311
$445,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Wilcox Work History
John has been registered as a financial advisor for 2 years.*
Mayflower Financial Advisors, LLC
Private Client Services
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Wilcox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mayflower Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
