Coquina Private Wealth Advisors
46yrs
Top advisor by experience in Port Charlotte
20yrs
John Kirkwood
Financial advisor at J.P. Morgan Securities
John Kirkwood is a fiduciary financial advisor in Port Charlotte, Florida, with 20 years in the industry. After four years at Wells Fargo Advisors and four years at M&t Securities, John joined J.P. Morgan Securities in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 66 advisors with offices in Port Charlotte, and one of 61 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 19% by experience at J.P. Morgan Securities
Office24143 Peachland Blvd, Port Charlotte, FL 33954
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- 2015 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2015M&t Securities, Inc.Previously
- 2008 – 2011Wilmington Brokerage Services CompanyPreviously
- Oct 2006 – Sep 2008Banc of America Investment Services, Inc.Previously
Contact John
24143 Peachland BlvdPort Charlotte, FL 33954Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask John
Tailored to John’s registration and firm.
- 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 J.P. Morgan Securities at (800) 999-2000 and ask for John Kirkwood. John works from the Port Charlotte, FL office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. Top 19% by experience at J.P. Morgan Securities.
What licenses does John hold?
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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. 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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