JM
JM
John Madsen
40 Years of Experience
Omaha, NE
1 DisclosureBroker
John Madsen is a registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 40 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
13120 Pierce Street, Suite 200, Omaha, NE, 68144
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2001Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2017 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2012 - September 2017 · 4 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2012 - September 2017 · 5 yrs
Robert W. Baird & CO. Incorporated
June 2008 - September 2012 · 4 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
June 2008 - September 2012 · 4 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
March 2001 - June 2008 · 7 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2000 - June 2008 · 7 yrs 7 mos
Dain Rauscher IncorporatedBroker
March 1998 - December 2000 · 2 yrs 9 mos
Dain Rauscher IncorporatedBroker
November 1985 - March 1998 · 12 yrs 4 mos
State Registrations38 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.