JK
JK

John Gavin Karl

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
6,438 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$74.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

281 Brooks Street, Laguna Beach, CA, 92651-2974

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a portfolio specialist and registered investment advisor at WCM Investment Management since 2010, dedicating full-time hours to this role. He is also a registered representative of IMST Distributors, LLC, an unaffiliated broker-dealer.

Employment History
Current Registrations
Imst Distributors, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Wcm Investment Management
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Grand Distribution Services, LLCBroker
October 2011 - December 2012 · 1 yr 2 mos
Avondale Conquest, LLC
September 2009 - June 2010 · 9 mos
Cai Tradex LLCBroker
February 2003 - March 2003 · 1 mo
Strong Investments, INC.Broker
May 1996 - December 1999 · 3 yrs 7 mos
Ids Life Insurance CompanyBroker
December 1989 - February 1992 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1989 - February 1992 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1988 - March 1989 · 4 mos
Seligman Marketing, INC.Broker
May 1987 - October 1988 · 1 yr 5 mos
E. F. Hutton & Company INCBroker
August 1986 - June 1987 · 10 mos
Commerce Brokerage Services, INC.Broker
March 1986 - July 1986 · 4 mos
A. G. Edwards & Sons, INC.Broker
October 1985 - February 1986 · 4 mos
Edward D. Jones & CO., L.P.Broker
January 1985 - October 1985 · 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Gavin Karl - Financial Advisor | TrueAdvisor