John Mark Willson
Investment adviser representative at Tbg-bedford Group LLC
17 yearsExperience
2 statesRegistered in
$758.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Private Client Services, LLCMay 2026 to now
- Tbg-bedford Group LLCMay 2026 to now
- Ameriprise Financial Services, Inc.Oct 2009 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Tbg-bedford Group LLC
$758.1MAssets managed
960Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2035475
- Firm CRD
- 341573