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John Wesley Sedberry

Investment Adviser Representative at SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

San Diego, CACRD #4413002Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Wesley Sedberry has worked in the securities industry since 2002. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/27/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/1/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Superior Planning Wealth Management & Family Office Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CARMEL CAPITAL PARTNERS, LLCCurrent
11/13/2024San Diego, CA
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICECurrent
9/20/2024San Diego, CA
RAYMOND JAMES & ASSOCIATES, INC.
1/15/20159/6/2024San Diego, CA
LPL FINANCIAL LLC
5/26/20091/29/2015Coronado, CA
WELLS FARGO ADVISORS, LLC
9/29/20075/27/2009Santa Barbara, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

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View SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Wesley Sedberry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Wesley Sedberry - Financial Advisor in San Diego, CA | AdvisorFinder