John Whitehead (CRD# 2198120) is an Investment Advisor Representative working at Jmac Enterprises LLC in Miami Beach, FL and has over 32 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jmac Enterprises LLC | Miami Beach, FL | Mar 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Yardley, PA | Nov 2016 - Mar 2021 | 4 |
| Wells Fargo Advisors LLC | Yardley, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- FL
- PA
- TX
-
Total Assets Under Management863MILLIONS
-
Total Number of Accounts1,124ACCOUNTS
-
Average Account Value$767,607
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, MD, NH, NJ, NV, PA, TX, VA
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