John Sedberry has been an investment adviser representative at Carmel Capital Partners since November 2024, and is not listed among the firm’s executive officers or direct owners.
Carmel Capital Partners, LLC is a San Diego, CA firm with $434M under management, 263 clients and 5 advisers across 5 offices, as of its March 2026 filing.
John Sedberry’s longest registration was 9 years at Raymond James & Associates, Inc. (2015–2024). Before joining Carmel Capital Partners in 2024, John Sedberry was registered through Raymond James & Associates, Inc. and LPL Financial LLC.
- Carmel Capital Partners, LLCCurrent– present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 123907
- Superior Planning Wealth Management & Family OfficeAlso current– present · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 130711
- Raymond James & Associates, Inc.– · 9 yearsSan Diego, CA · Adviser representative · Firm CRD 705
- LPL Financial LLC– · 5 yearsCoronado, CA · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
John Sedberry is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Texas, in November 2024.
- CaliforniaSince 20 September 2024
- TexasSince 13 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2001 |
| Series 7 | General Securities Representative Examination | 1 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Wesley Sedberry
- CRD
- 4413002
- Firm
- Carmel Capital Partners · CRD 123907
- Office
- 10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does John Sedberry work?
John Sedberry is an investment adviser representative registered through Carmel Capital Partners, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Sedberry a financial advisor?
Yes. John Sedberry has a current investment-adviser registration in California and Texas, through Carmel Capital Partners since November 2024.
How many years of experience does John Sedberry have?
John Sedberry has 24 years in the financial industry, since March 2002, across 5 adviser firms.
What exams has John Sedberry passed?
John Sedberry has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2001. FINRA credited John Sedberry with the SIE, which began in October 2018.
Where did John Sedberry work before Carmel Capital Partners?
Before Carmel Capital Partners, John Sedberry was registered through Raymond James & Associates, Inc., January 2015 to September 2024; LPL Financial LLC, May 2009 to January 2015; Wells Fargo Advisors, LLC, September 2007 to May 2009.
Where is John Sedberry based?
John Sedberry’s registered office is in San Diego, CA.
Is John Sedberry registered with FINRA?
No. John Sedberry has no current broker registration.
How can I verify John Sedberry’s record?
Search CRD 4413002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Sedberry’s full registration record.
