John
Wilkes
Nations Financial Group, Inc
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About this Advisor
John Wilkes is a financial advisor based in Knoxville, Tennessee, working with Nations Financial Group, Inc. John has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC, and Nations Financial Group, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, John is part of Nations Financial Group, Inc, which operates out of Knoxville, Tennessee. The firm has 35 offices and 83 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Nations Financial Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nations Financial Group, Inc Brokerage Details
$3,398,671,718
83
9,857
$344,798
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 Wilkes Work History
Nations Financial Group, Inc
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of John Wilkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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