Unclaimed Profile

John Wesley Paulson

CLEAR SKY FINANCIAL, LP·PROSPER, Texas

SIE, Series 7, Series 63Clean record28 years registeredCLEAR SKY FINANCIAL, LP

130 N. PRESTON ROAD, PROSPER, TX 75078CRD# 2908933Firm CRD# 298551

Profile Verification

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

Identity

John Wesley Paulson · PROSPER, TX

Registration

CRD #2908933 · CLEAR SKY FINANCIAL, LP · 28 years registered

Brand Profile

Not yet started

Career History

CLEAR SKY FINANCIAL, LP

Oct 2018 – present

LPL FINANCIAL LLC

Aug 2005 – Dec 2018

PLANO, TX

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Aug 1997 – Aug 2005

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 8, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR SKY FINANCIAL, LP

CRD 298551 · SEC 801-120728

AUM

$107M

Regulatory assets under management

Employees

292 client accounts

Services offered by CLEAR SKY FINANCIAL, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR SKY FINANCIAL, LP →

Introduction

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Frequently Asked Questions

What services does John Wesley Paulson offer?

John Wesley Paulson specializes in Financial Planning, Investment Management. Contact their office in PROSPER, Texas for a consultation.

What are John Wesley Paulson's credentials?

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

Where is John Wesley Paulson located?

John Wesley Paulson is based in PROSPER, Texas, working with CLEAR SKY FINANCIAL, LP. Their office serves clients in the PROSPER metropolitan area and surrounding communities.

How does John Wesley Paulson charge for services?

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

How large is CLEAR SKY FINANCIAL, LP?

CLEAR SKY FINANCIAL, LP has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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