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Inactive

John Helmers

49 Financial

Austin, TX

Charlotte, NC

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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-13
  • NC RA
    APPROVED
    Since 2025-11-13

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
49 Financial Charlotte NC 07/2025 Present
Forward Wealth Managment Charlotte NC 09/2024 05/2025
Rinse N Repeat Charlotte NC 08/2022 09/2024
Aptive Charlotte NC 03/2022 08/2023
Heritage High School / Unc Charlotte Charlotte NC 01/2015 03/2022
  • 07/2025 → Present
    49 Financial
    Charlotte, NC
  • 09/2024 → 05/2025
    Forward Wealth Managment
    Charlotte, NC
  • 08/2022 → 09/2024
    Rinse N Repeat
    Charlotte, NC
  • 03/2022 → 08/2023
    Aptive
    Charlotte, NC
  • 01/2015 → 03/2022
    Heritage High School / Unc Charlotte
    Charlotte, NC
Other Businesses

Fixed insurance agent / Investment related / 40 hours per month / Same address as above.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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