Unclaimed Profile

John W Alexander

&PARTNERS·NASHVILLE, Tennessee

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record26 years registered&PARTNERS

40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 2327561Firm CRD# 3767

Profile Verification

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

Identity

John W Alexander · NASHVILLE, TN

Registration

CRD #2327561 · &PARTNERS · 26 years registered

Brand Profile

Not yet started

Career History

&PARTNERS

Aug 2023 – present

WELLS FARGO CLEARING SERVICES, LLC

Jan 2005 – Mar 2022

ST. LOUIS, MO

WACHOVIA SECURITIES, LLC

Jul 2000 – Dec 2004

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · July 27, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

&PARTNERS

CRD 3767 · SEC 801-37145

AUM

$1.2B

Regulatory assets under management

Employees

327

3,051 client accounts

Services offered by &PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at &PARTNERS →

Introduction

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Frequently Asked Questions

What services does John W Alexander offer?

John W Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are John W Alexander's credentials?

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

Where is John W Alexander located?

John W Alexander is based in NASHVILLE, Tennessee, working with &PARTNERS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does John W Alexander charge for services?

John W Alexander's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is &PARTNERS?

&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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