John Woolard

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Elizabeth City, NC
• 11/2016 → 04/2023
  Wells Fargo Clearing Services, Llc
  Elizabeth City, NC
• 05/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Kill Devil Hills, NC

Previous Registrations

• 1999-10-01 → 2023-05-19
  Wells Fargo Clearing Services, Llc
  Elizabeth City, NC
  Kill Devil Hills, NC
  Greenville, NC
  Elizabeth City, NC

Other Businesses

WHICHARD & WOOLARD LLC, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 4/20/2002, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. | WOOLARD FAMILY INVESTMENT GROUP, INV RELATED, KILL DEVIL HILLS, NC, 50% OWNERSHIP, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PASSIVE INVESTMENT OVERSIGHT. | REAL ESTATE LICENSE, INV RELATED, STATE OF NORTH CAROLINA, START 1/1/1986, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, INACTIVE. | WP 804 LLC, INV RELATED, KILL DEVIL HILLS, NC, 100% OWNERSHIP WITH SPOUSE, START 3/17/2004, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. | WP 808 LLC; INV RELATED; KILL DEVIL HILLS, NC; LLC FOR REAL ESTATE INVESTMENT; 100% OWNERSHIP WITH SPOUSE; START 03/19/2004; ONE HOUR DEVOTED PER MONTH; NONE DURING TRADING HOURS. | RENTAL FARMLAND AND TIMBERLAND, INV RELATED, WINDSOR, NC, 50% OWNERSHIP, START 1/1/2008, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. | RENTAL FARMLAND, INV RELATED, COLERAIN, NC, 100% OWNERSHIP WITH SPOUSE, START 1/1/2005, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FARM. | RENTAL PROPERTY, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/1/2001, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTED TO PRACTICE. | RENTAL PROPERTY, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/1/2001, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTED TO RESTAURANT. | WHICHARD & WOOLARD INVESTMENTS, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/23/2023, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| COMMERCIAL RENTAL PROPERTY; INV RELATED; KILL DEVIL HILLS, NC; 50% OWNERSHIP; START: 12/01/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RENTAL PROPERTY. | RENTAL PROPERTY; INV RELATED; KILL DEVIL HILLS, NC; 100% OWNERSHIP WITH SPOUSE; START: 3/19/2004; 1 HOUR A MONTH; 0 HOURS DURING TRADING; COMMERCIAL RENTAL PROPERTY. DURABLE POWER OF ATTORNEY FOR FATHER; INV RELATED; KILL DEVIL HILLS, NC; POA; START DATE: 07/25/2025; 1 HOUR PER MONTH; 1 DURING TRADING HOURS. | WHICHARD WOOLARD & MITCHELL WEALTH MANAGEMENT; NOT INV RELATED; KILL DEVIL HILLS, NC; WEALTH MANAGEMENT;50% OWNERSHIP; START DATE: 05/23/2023; 35 HRS PER MONTH; 35 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-28
• S63 Uniform Securities Agent State Law Examination
  1997-02-28

Other Names

• John H Wollard
• John Hyman Woolard