Jo Favia
Jo Favia is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Naples, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Regulatory
June 2006Other Business Activities
Jo is the owner of Favia Financial Group and Favia Group, spending a few hours per week on each. Jo also works as an independent contractor for Favia Group 2.0, Inc. for more than half of their time, and is involved in real estate through Favia RE Holdings, including brokerage, rentals, and property ownership.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
First Heartland Capital, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Lifemark Securities CORP.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations16 states
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