Unclaimed Profile

John Wesley Sedberry

SUPERIOR PLANNING, LLC·SAN DIEGO, California

Clean recordSUPERIOR 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Wesley Sedberry is a registered financial advisor based in SAN DIEGO, California, affiliated with SUPERIOR PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SUPERIOR PLANNING, LLC

AUM

$105M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUPERIOR PLANNING, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: FINANCIAL PLANNING FEES

Regulatory

SEC/IARD CRD# 4413002

Firm CRD# 130711

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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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