RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John Christian Wilbourne
- Title
- Managing Partnerreportedoccidentalasset.comfirm site, Sep 15, 2026
- Partner or owner
- “John Wilbourne is a Managing Partner at Occidental Asset Management, where he leads Client relationships, develops new business, and serves on the firm’s investment committee.”reportedoccidentalasset.comthe sentence on the bio page
- Investment committee
- “John Wilbourne is a Managing Partner at Occidental Asset Management, where he leads Client relationships, develops new business, and serves on the firm’s investment committee.”reportedoccidentalasset.comthe sentence on the bio page
- Years, as the firm states
- 30reportedoccidentalasset.com“With more than 30 years of experience, he specializes in tax-efficient portfolio construction , capital gains strategies, and personalized wealth management for high-net-worth individuals, business owners, and executives.”
- Professional profile
- occidentalasset.com/team/john-wilbournereportedoccidentalasset.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Occidental Asset Management, LLC independent RIA currentsince May 24, 2016 · Bellevue, Wa
- Private Advisor Group, LLC BD affiliatedFeb 4, 2014 to May 17, 2016 · Bellevue, Wa
- Kestra Private Wealth Services, LLC BD affiliatedNov 5, 2012 to Mar 7, 2014 · Bellevue, Wa
- Wells Fargo Advisors wirehouseJan 3, 2011 to Nov 6, 2012 · Seattle, Wa
- Wells Fargo Investments, LLC unclassifiedJul 12, 2004 to Jan 3, 2011 · Bellevue, Wa
- Oppenheimer & Co. Inc. BD affiliatedJan 3, 2003 to Jul 12, 2004 · Bellevue, Wa
- Cibc World Markets Corp. unclassifiedSep 30, 1998 to Jan 3, 2003 · Seattle, Wa
- Private Advisor Group, LLC to Occidental Asset Management, LLCleft May 17, 2016, registered May 24, 2016 (7 days) · Other
- Kestra Private Wealth Services, LLC to Private Advisor Group, LLCleft Mar 7, 2014, registered Feb 4, 2014 (-31 days) · Other
- Wells Fargo Advisors to Kestra Private Wealth Services, LLCleft Nov 6, 2012, registered Nov 5, 2012 (-1 days) · Other
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- Oppenheimer & Co. Inc. to Wells Fargo Investments, LLCleft Jul 12, 2004, registered Jul 12, 2004 (0 days) · Other
- Cibc World Markets Corp. to Oppenheimer & Co. Inc.left Jan 3, 2003, registered Jan 3, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address