UBS Financial Services
47yrs
Top 1% by experience in Nashville
26yrs
John Wade is a fiduciary financial advisor in Nashville, Tennessee, with 26 years in the industry. John joined Oppenheimer & Co. in 2022, after less than a year at B. Riley Wealth Advisors and 13 years at B. Riley Wealth Management. John holds the CFP® designation.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% by experience in Nashville
Office1600 West End Avenue Suite 1390, Nashville, TN 37203
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowOppenheimer & Co. Inc.Current firm
- Aug 2022 – Oct 2022B. Riley Wealth Advisors, Inc.Previously
- 2009 – 2022B. Riley Wealth ManagementPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
Contact John
Local office(615) 340-3043Ask for John. (212) 668-8000Main office · New York, NY 1600 West End Avenue Suite 1390Nashville, TN 37203Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (615) 340-3043 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for John Wade.
How long has John been a financial advisor?
John has been in the industry since 2001, about 26 years. Top 25% by experience in Nashville.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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