John Jones has been Managing Member of Delgado Wealth Management since January 2023, is a control person of the firm and directly owns between 25% and 50% of it.
Delgado Wealth Management, LLC is an Orlando, FL firm with $113M under management, 115 clients and 3 advisers in one office, as of its June 2026 filing.
John Jones is Partner and Senior Wealth Advisor of Wisdom Planning Group. Jones specializes in comprehensive wealth management for high-net-worth individuals and has over two decades of experience in the financial services industry.
John Jones’ longest registration was 9 years at Charles Schwab & Co., Inc. (2003–2012). Before joining Delgado Wealth Management in 2021, John Jones was registered through LPL Financial LLC and Schwab Private Client Investment Advisory, Inc.
- Wisdom Planning GroupCurrent– present · 5 yearsOrlando, FL · Adviser representative · Firm CRD 305721
- LPL Financial LLC– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 6413
- Schwab Private Client Investment Advisory, Inc.– · 5 yearsOrlando, FL · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 9 yearsOrlando, FL · Adviser representative · Firm CRD 5393
Professional designations
Listed by Delgado Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Jones is registered as an investment adviser representative in 3 states. The first approvals date from September 2021; the most recent is Texas, in November 2022.
- FloridaSince 22 September 2021
- TexasSince 9 November 2022
- VirginiaSince 20 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 April 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 April 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 11 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 1999 |
| Series 7 | General Securities Representative Examination | 15 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Michael Jones
- CRD
- 3174407
- Firm
- Delgado Wealth Management · CRD 305721
- Role
- Managing Member
- Office
- 3322 CLAY AVE, Orlando, FL 32804
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wisdompg.com
Where does John Jones work?
John Jones has been Managing Member of Delgado Wealth Management, LLC since January 2023, and is a control person of the firm.
Is John Jones a financial advisor?
Yes. John Jones has a current investment-adviser registration in Florida, Texas and Virginia, through Delgado Wealth Management since September 2021.
How many years of experience does John Jones have?
John Jones has 25 years in the financial industry, since March 2001, across 4 adviser firms.
What exams has John Jones passed?
John Jones has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in March 1999. FINRA credited John Jones with the SIE, which began in October 2018.
Where did John Jones work before Delgado Wealth Management?
Before Delgado Wealth Management, John Jones was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to August 2017; Charles Schwab & Co., Inc., February 2003 to April 2012.
Where is John Jones based?
John Jones’ registered office is in Orlando, FL.
Is John Jones registered with FINRA?
No. John Jones has no current broker registration.
Is John Jones a CFP?
Delgado Wealth Management lists John Jones with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Jones’ record?
Search CRD 3174407 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Jones’ full registration record.