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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-07-20
TX RA APPROVED 2023-07-19
  • MO RA
    APPROVED
    Since 2023-07-20
  • TX RA
    APPROVED
    Since 2023-07-19

Branch Locations

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Lee's Summit, MO • 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
Waddell & Reed, Inc Leawood KS 01/2013 11/2017
Various Insurance Carriers For W&R Insurance Agencies Kansas City MO 01/2013 11/2017
Aaron Herwig Leawood KS 09/2016 11/2017
Jrhines Financial, Llc Kansas City MO 07/2016 09/2016
V Wealth Advisors Llc Overland Park KS 11/2017 12/2023
Lpl Financial Lee'S Summit MO 11/2017 Present
Wcg Wealth Advisors, Llc Lee'S Summit MO 07/2023 Present
  • 01/2013 → 11/2017
    Waddell & Reed, Inc
    Leawood, KS
  • 01/2013 → 11/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Kansas City, MO
  • 09/2016 → 11/2017
    Aaron Herwig
    Leawood, KS
  • 07/2016 → 09/2016
    Jrhines Financial, Llc
    Kansas City, MO
  • 11/2017 → 12/2023
    V Wealth Advisors Llc
    Overland Park, KS
  • 11/2017 → Present
    Lpl Financial
    Lee'S Summit, MO
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Lee'S Summit, MO
Previous Registrations
  • 2017-11-15 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Lees Summit, MO
  • 2013-01-29 → 2017-11-20
    Waddell & Reed
    Shawnee, KS
    Edmond, OK
  • 2009-12-01 → 2013-01-30
    Leawood, KS
    St Louis, MO
    Overland Park, KS
Other Businesses

1.07/14/2023; WCG Wealth Advisors, LLC (HYBRID) / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2.06/25/2024; Wealthroute LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/06/2024; 160hrs/mth; 160hrs during trading 3.07/29/2026; (HYBRID) Wealthroute LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/06/2024; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-28
  • S66 Uniform Combined State Law Examination
    2009-11-28
Other Names
  • Johnathan R Hines
  • Johnathan R Hines

View on SEC IAPD

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