John Michael Jones

Employer firm

Wisdom Planning Group CRD 305721

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ESTATE PLANNING SERVICES

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

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

Current Employers

Employment History

• 04/1997 → 08/2017
  Charles Schwab
  Orlando, FL
• 01/2012 → 08/2017
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 08/2017 → 08/2019
  Iberiabank
  Orlando, FL
• 08/2019 → 11/2021
  Lpl Financial, Llc
  Orlando, FL
• 08/2019 → 09/2021
  Williamsburg Financial Group
  Williamsburg, VA
• 09/2021 → Present
  Delgado Wealth Management, Llc; Dba Wisdom Planning Group
  Orlando, FL
• 01/2023 → Present
  Delgado Wealth Management, Llc; Dba Wisdom Planning Group
  Orlando, FL

Previous Registrations

• 2019-08-28 → 2021-11-05
  Lpl Financial Llc
  Williamsburg, VA
  Orlando, FL
  Orlando, FL
• 2012-01-03 → 2017-08-09
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2003-02-07 → 2012-04-16
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Maitland, FL

Other Businesses

Insurance License; Agent; Investment related: Yes; 3322 Clay Ave Orlando, FL 32804; 2021-09-16; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S66 Uniform Combined State Law Examination
  2006-04-05
• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Designations

• Certified Financial Planner