John Wylie, financial advisor Rancho Santa Fe CA
93 score

John Wylie

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John D. Wylie
Phone Number: 858-759-4545
Firm Website: http://nicpartners.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,952
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $39,044,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, FL, IL, MO, TX

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

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