John Sperry has been an investment adviser representative at Dynamic Wealth Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Dynamic Wealth Advisors is a Surprise, AZ firm with $193M under management, 315 clients and 4 advisers in one office, as of its August 2026 filing.
John Sperry’s longest registration was 2 years at Park Avenue Securities LLC (2011–2013). Before joining Dynamic Wealth Advisors in 2024, John Sperry was registered through Park Avenue Securities LLC and Securian Financial Services, Inc.
- Dynamic Wealth AdvisorsCurrent– present · 2 yearsSouth Jordan, UT · Adviser representative · Firm CRD 169792
- Park Avenue Securities LLC– · 2 yearsMurray, UT · Adviser representative · Firm CRD 46173
- Securian Financial Services, Inc.– · under a yearOrem, UT · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
John Sperry is registered as an investment adviser representative in Utah, since October 2024.
- UtahSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2024 |
| Series 66 | Uniform Combined State Law Examination | 21 July 2009 |
| Series 7 | General Securities Representative Examination | 16 July 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Reed Sperry
- CRD
- 5687413
- Firm
- Dynamic Wealth Advisors · CRD 169792
- Office
- South Jordan, UT
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does John Sperry work?
John Sperry is an investment adviser representative registered through Dynamic Wealth Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Sperry a financial advisor?
Yes. John Sperry has a current investment-adviser registration in Utah, through Dynamic Wealth Advisors since October 2024.
How many years of experience does John Sperry have?
John Sperry has 4 years in the financial industry, since October 2021, across 3 adviser firms.
What exams has John Sperry passed?
John Sperry has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in July 2009.
Where did John Sperry work before Dynamic Wealth Advisors?
Before Dynamic Wealth Advisors, John Sperry was registered through Park Avenue Securities LLC, August 2011 to September 2013; Securian Financial Services, Inc., August 2009 to June 2010.
Where is John Sperry based?
John Sperry’s registered office is in South Jordan, UT.
Is John Sperry registered with FINRA?
No. John Sperry has no current broker registration.
How can I verify John Sperry’s record?
Search CRD 5687413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Sperry’s full registration record.