John Michael Jones
Investment adviser representative at Wisdom Planning Group
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$112.9MFirm assets
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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
- Pension consulting
Experience
29 years in the industry.
- Wisdom Planning GroupSep 2021 to now
- Delgado Wealth Management, LLC; dba Wisdom Planning GroupSep 2021 to now
- LPL Financial, LLCAug 2019 to Nov 2021
- Williamsburg Financial GroupAug 2019 to Sep 2021
- IberiabankAug 2017 to Aug 2019
- Schwab Private Client Investment Advisory, Inc.Jan 2012 to Aug 2017
- Charles SchwabApr 1997 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
Wisdom Planning Group
Legal name: Delgado Wealth Management, LLC
$112.9MAssets managed
115Clients
4Advisers
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
- 3174407
- Firm CRD
- 305721