John Jones, financial advisor Orlando FL

John Jones

CRD Number: 3174407
Current Firm: Wisdom Planning Group

John Jones (CRD# 3174407) is an Investment Advisor Representative working at Wisdom Planning Group in Orlando, FL and has over 24 years of experience in the finance industry. John Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Delgado Wealth Management, Llc; Dba Wisdom Planning Group Orlando, FL Jan 2023 - Current 1
Delgado Wealth Management, Llc; Dba Wisdom Planning Group Orlando, FL Sep 2021 - Current 2
Lpl Financial, LLC Orlando, FL Aug 2019 - Nov 2021 2
Williamsburg Financial Group Williamsburg, VA Aug 2019 - Sep 2021 2
Iberiabank Orlando, FL Aug 2017 - Aug 2019 2
Schwab Private Client Investment Advisory, Inc. Orlando, FL Jan 2012 - Aug 2017 5
Charles Schwab Orlando, FL Apr 1997 - Aug 2017 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for John M. Jones
Phone Number: (407) 462-5486
Firm Website: https://www.wisdompg.com
Registered State(s):
  • FL
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $395,603
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, TX, VA

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