UBS Financial Services
47yrs
Top 1% by experience in Atlanta
47yrs
John Kimble Coggins Jr
Financial advisor at Wells Fargo Advisors
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% by experience in Atlanta
Office3280 Peachtree Rd NE Suite 300, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Securities Agent State Law Examination
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2003 – 2008A. G. Edwards & Sons, Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Wells Fargo Advisors at 314-875-3000 and ask for John Kimble Coggins Jr. John works from the Atlanta, GA office.
How long has John been a financial advisor?
John has been in the industry since 1979, about 47 years. Top 1% by experience in Atlanta.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Wells Fargo Advisors 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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