John Cheung

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 07/2022 → Present
  Kestra Investment Services, Llc
  Petaluma, CA
• 07/2022 → Present
  Kestra Advisory Services, Llc
  Petaluma, CA

Previous Registrations

• 2008-07-16 → 2022-08-11
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Mateo, CA
  San Francisco, CA
  San Leandro, CA
  San Franciso, CA
  San Mateo, CA
  San Francisco, CA
• 2007-09-21 → 2008-07-29
  Wells Fargo Investments, Llc
  San Francisco, CA

Other Businesses

Business Nam: JD STRATEGIC FINANCIAL SERVICES, LLC DBA OCULUS INSURANCE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/19/2022 ADDRESS: 775 Baywood Dr Suite 111, Petaluma CA 94954 DESCRIPTION: Selling life insurance and life insurance products outside the scope of securities and insurance: supporting insurance planning JD FINANCIAL STRATEGIC SERVICES LLC, DBA OCULUS FI POSITION: Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 119 START DATE: 09/09/2021 ADDRESS: 765 Baywood Dr. Suite 336, Petaluma CA 94954, United States DESCRIPTION: Provide advice to holistic planning KESTRA ADVISORY SERVICES LLC POSITION: Senior Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 105 START DATE: 09/09/2021 ADDRESS: 5707 Southwest Parkway Building 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Meet with clients, assess client needs, provide advice on investments, and financial Planning. Business Name: 55107 VIA VICENZA POSITION: Spouse owns the property NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2024 ADDRESS: 55107 Via Vicenza, San RAmon CA 94583, United States DESCRIPTION: Pay mortgage and property taxes. Day to day management is handled by wife and property manager.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-20

Designations

Other Names

• John Cheung
• John Cheung
• John Matthieu Cheung