Unclaimed Profile

John Wesley Sedberry

SUPERIOR PLANNING, LLC·SAN DIEGO, California

SIE, Series 7, Series 63, Series 6518 years registeredSUPERIOR PLANNING, LLC

10085 CARROLL CANYON ROAD, SAN DIEGO, CA 92131CRD# 4413002Firm CRD# 130711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Wesley Sedberry · SAN DIEGO, CA

Registration

CRD #4413002 · SUPERIOR PLANNING, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CARMEL CAPITAL PARTNERS, LLC

Nov 2024 – present

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Sep 2024 – present

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2015 – Sep 2024

San Diego, CA

LPL FINANCIAL LLC

May 2009 – Jan 2015

CORONADO, CA

WELLS FARGO ADVISORS, LLC

Sep 2007 – May 2009

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 29, 2007

Years registered · 18

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUPERIOR PLANNING, LLC

CRD 130711 · SEC 801-131301

AUM

$105M

Regulatory assets under management

Employees

295 client accounts

Services offered by SUPERIOR PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUPERIOR PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does John Wesley Sedberry offer?

John Wesley Sedberry specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are John Wesley Sedberry's credentials?

John Wesley Sedberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Wesley Sedberry located?

John Wesley Sedberry is based in SAN DIEGO, California, working with SUPERIOR PLANNING, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does John Wesley Sedberry charge for services?

John Wesley Sedberry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUPERIOR PLANNING, LLC?

SUPERIOR PLANNING, LLC has approximately 11 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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