JP
JP

John Peters

42 Years of Experience
Birmingham, MI
Broker

John Peters is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a member of the Finance Committee at Birmingham Country Club, starting in 2024. He spends a few hours per week discussing and recommending methods to manage cash and borrow funds.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2006 - Present · 20 yrs 1 mo
Raymond James & Associates, INC.
June 1998 - Present · 27 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
September 1989 - May 1998 · 8 yrs 8 mos
Thomson Mckinnon Securities INC.Broker
November 1983 - September 1989 · 5 yrs 10 mos
Manley, Bennett, Mcdonald & COBroker
October 1983 - July 1984 · 9 mos
State Registrations10 states
CACOFLGAILMITXVTWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Peters - Financial Advisor | TrueAdvisor