John WylieCRD Number: 1122263
Current Firm: Nicholas Investment Parnters, LP
John Wylie (CRD# 1122263) is an Investment Advisor Representative working at Nicholas Investment Parnters, LP in Rancho Santa Fe, CA and has over 26 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Nicholas Investment Partners, LP||San Diego, CA||Dec 2007 - Current||9|
|Capital Works Partners, LLC||San Diego, CA||Apr 1998 - Nov 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Nov 1990|
Total Assets Under Management1,952MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$39,044,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, MO, TX
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