John Unsworth, financial advisor Aledo TX
93 score

John Unsworth

CRD Number: 5343953
Current Firm: 360 Wealth Management, LLC

John Unsworth (CRD# 5343953) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Aledo, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
360 Wealth Management, LLC Aledo, TX Jul 2014 - Current 2
Lpl Financial Aledo, TX May 2010 - Current 6
Whitney,wetzel,& Kuether, LLC Fort Worth, TX May 2010 - Current 6
Edward Jones St. Louis, MO May 2007 - May 2010 3
Advanced Metrocomm, Inc. Fort Worth, TX Feb 1998 - May 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for John J. Unsworth
Phone Number: 972-421-1360
Firm Website: http://www.360wm.net
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    600
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $171,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OK, OR, PA, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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