John Winkates (CRD# 3106634) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Geneva, IL | Nov 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Geneva, IL | Nov 2020 - Current | 3 |
| Winkates Wealth Management | Geneva, IL | Nov 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Elgin, IL | Nov 2016 - Nov 2020 | 4 |
| Wells Fargo Advisors LLC | Elgin, IL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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