John Joseph Wiegenstein

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2010 → Present
  Raymond James Financial Services, Inc.
  Mesa, AZ
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Mesa, AZ
• 09/2014 → Present
  Cradlestone Wealth Services
  Mesa, AZ

Other Businesses

(1)Name of Business: Cradlestone Wealth Services Address: 3654 N Power Rd Ste 144, Mesa, AZ, 85215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Wiegenstein & Associates, LLC Address: 3654 N Power Rd Ste 144, Mesa, AZ, 85215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/12/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2010-10-15