Managing Member · Wisdom Planning Group
John M. Jones
CRD 3174407 · Named on Form ADV at one SEC-registered adviser
At a glance
Wisdom Planning Group, an SEC-registered wealth manager based in Orlando, FL with $113 million in regulatory assets, lists John M. Jones on its Form ADV as Managing Member, a control person.
Firms and roles
- Wisdom Planning GroupManaging MemberWealth manager · Orlando, FL · $113M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Amilka N. DelgadoManaging Member & Chief Compliance Officer, Wisdom Planning Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.