John Threlkeld is the President and founding partner of Advantage Wealth Advisors. In his 20 year career in the financial services industry, John has worked with PaineWebber, Dean Witter Reynolds, Morgan Stanley, and UBS Wealth Management. John attended Pepperdine University, Loyola Marymount University/LA and the University of California Berkeley where his degree work included business finance and mathematics. John served his country and was awarded an Honorable Discharge from the United States Air Force.
John devotes considerable time to continuing education on advanced wealth management strategies. He is also an LPL Registered Principal and Branch Manager, and holds his Series 7, 63, 24 with LPL Financial. In addition, he holds a California state insurance license.
John lives in Alamo, CA with his wife, Kristen, and their son and daughter. He enjoys baseball, fishing, and golfing in his spare time. He is a member of the Danville Area Chamber of Commerce and the Exchange Club of San Ramon.
CA Insurance License #: 0D83877