John Winn, financial advisor Redding CA
81 score

John Winn

CRD Number: 5525954
Current Firm: Rubicon Advisors

John Winn (CRD# 5525954) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Rubicon Advisors Redding, CA May 2017 - Current < 1
Lpl Financial, LLC Redding, CA May 2017 - Current < 1
Wells Fargo Clearing Services, LLC Sacramento, CA Nov 2016 - May 2017 < 1
Wells Fargo Advisors, LLC Sacramento, CA Mar 2014 - Nov 2016 2
Edward Jones St Louis, MO Sep 2012 - Mar 2014 1
Aaa Life Insurance Redding, CA Jul 2012 - Sep 2012 < 1
Allstate Insurance Company Redding, CA Oct 2010 - Jul 2012 1
Allstate Financial Services Redding, CA Oct 2010 - Jul 2012 1
Jpmorgan Chase Bank Redding, CA May 2010 - Oct 2010 < 1
Chase Investment Services Corp Redding, CA May 2010 - Oct 2010 < 1
Unemployed Redding, CA Feb 2010 - May 2010 < 1
Medved Wheatridge, CO Oct 2009 - Feb 2010 < 1
Farmers Financial Solutions Redding, CA May 2008 - Oct 2009 1
Farmers Insurance Group Redding, CA Mar 2008 - Oct 2009 1
Unemployed Redding, CA Dec 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John S. Winn
Phone Number: 530-223-5357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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