John Boyd Whitledge

Current Employers

Employment History

• 07/2002 → 11/2016
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 05/2010 → 11/2016
  Managed Account Services, Llc
  Wayne, PA
• 01/2017 → 10/2018
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 07/2020 → Present
  Primerica Financial Services
  Greenacres, FL
• 09/2020 → Present
  Pfs Investments Inc.
  Greenacres, FL
• 11/2018 → 07/2020
  Unemployed
  Boca Raton, FL

Previous Registrations

• 2017-01-10 → 2018-11-02
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 2002-11-13 → 2016-11-16
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2003-03-19 → 2004-01-14
  Advest, Inc.
  Boca Raton, FL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. JKM Legacy Holdings, Inc., Not Investment Related, 1115 Banyan Road Boca Raton, FL 33432 , Owner, March 1996 to Present, 12 hours per month (0 hours per month during securities trading hours), legal entity formed solely for real estate investing.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-30
• S63 Uniform Securities Agent State Law Examination
  1996-06-24

Other Names

• John Whiteledge