John Winn (CRD# 5525954) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 15 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Redding, CA | May 2017 - Current | 6 |
| Rubicon Advisors, Gp | Redding, CA | May 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Sacramento, CA | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Advisors, LLC | Sacramento, CA | Mar 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- CA
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts1,752ACCOUNTS
-
Average Account Value$167,722
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, LA, MT, NE, NV, NY, OR, TX, UT, WA
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