JW
John Whitfield Wilks
CRD 5198708
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Novare Capital Management | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Novare Capital Management
Member/Director, Chief Compliance Officer · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗