John Mark Wilkinson

Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

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

• 04/2010 → Present
  Wedbush Securities Inc
  Dallas, TX

Previous Registrations

• 2009-07-17 → 2010-04-29
  Ameriprise Financial Services, Llc
  Richardson, TX
  Minneapolis, MN
  Dallas, TX
• 2007-09-12 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Richardson, TX
• 2004-02-18 → 2007-09-05
  Morgan Keegan & Company, Llc
  Fort Worth, TX
  Mansfield, TX
  Arlington, TX
  Keller, TX
  Ft. Worth, TX
• 1998-05-11 → 2004-03-30
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Other Businesses

TED NASH LONG LIFE FOUNDATION; NOT INVESTMENT RELATED; WACO, TX; PRIVATE FOUNDATION; TRUST; DIRECTOR; START: 01/2000; APPROX: 1 HOUR MONTHLY NOT DURING BUSINESS HOURS; DUTIES: AUTHROITY TO VOTE ON ITEMAS AS PRESENTED TO THE BOEAD OF DIRECTORS

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-06
• S63 Uniform Securities Agent State Law Examination
  1980-11-26

Other Names

• John M Lundequist