John L Wilcox

Employer firm

Mayflower Advisors CRD 307857

$5.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → 08/2020
  Wells Fargo Advisors Financial Network Llc
  Westborough, MA
• 08/2020 → Present
  Private Client Services
  Westborough, MA
• 08/2020 → Present
  Mayflower Financial Advisors, Llc
  Westbourough, MA

Previous Registrations

• 2010-08-20 → 2020-08-20
  Wells Fargo Advisors Financial Network, Llc
  Westborough, MA
  Boston, MA
• 2008-01-01 → 2010-08-20
  Wells Fargo Clearing Services, Llc
  Worcester, MA
• 2004-03-16 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Worcester, MA
  St. Louis, MO
  Worcester, MA

Other Businesses

1. ISAGENIX LLC, NOT INV RELATED, GILBERT, AZ, ASSOCIATE, START: 5/2/2019, 5 HRS/MONTH, 0 HRS DURING TRADING, NUTRITION PRODUCTS. 2. FINANCIAL PLANNING BOD; NOT INVESTMENT RELATED; DENVER, CO; INDUSTRY LEADERSHIP BOARD; APPLICATION PENDING; 5 HOURS PER MONTH AND 1 HOUR DURING TRADING HOURS. 3. JWP LLC; INVESTMENT RELATED; UPTON, MA; REAL ESTATE/OTHER ONLINE; START DATE 03/04; 30% OWNERSHIP; PASSIVE; 10 HOURS PER MONTH AND 0 DURING TRADING HOURS. 4. Mr. Wilcox is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Wilcox has served as an investment advisor representative for Mayflower and a registered representative with PKS since 08/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Wilcox's time is for services as an investment advisor representative and the balance as a registered representative. 5. Licensed Insurance Professional; same address; less than 10% of business time. 6. New England Senior Tennis Foundation; not-investment related; 209 Bedford Street, #302, Fall River, MA 02722; non-profit; board member; no relationship with Mayflower Advisors; 2 hours per month; 0 hours per month during trading; promoting senior tennis in New England. 7. John Wilcox-Wide Scope of Activities including player integration and lessons. Mostly racquet sports for Diadem and integrated play development. 15 hrs/mo; 0 during trading hrs. non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-15
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Designations

• Certified Financial Planner