John Woodliff Heidelberg
Investment adviser representative at Mag Cap
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Jwhmagcap, LLCMar 2023 to now
- Mag Cap, LLCJan 2023 to now
- LPL Financial LLCNov 2021 to Jan 2023
- UBS Financial Services Inc.Dec 2017 to Nov 2021
- Wileybros Aintree Capital LLCJun 2017 to Oct 2017
- Mississippi StateAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MS).
Mag Cap
Legal name: Magnolia Capital Advisors LLC
$1.7BAssets managed
1,566Clients
16Advisers
8 yearsIn 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
- 6821797
- Firm CRD
- 298398