JN
JN

Janet Nichols

37 Years of Experience
St. Petersburg, FL
Broker

Janet Nichols is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 37 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
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Other Business Activities

Janet owns rental real estate property that her husband manages as an Airbnb. She inherited this family property and spends minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2008 - Present · 17 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - July 2008 · 15 yrs
Citigroup Global Markets INC.
July 1993 - July 2008 · 15 yrs
Lehman Brothers INC.Broker
July 1988 - July 1993 · 5 yrs
State Registrations27 states
ALCACOCTDCFLGAILLAMAMDMEMNMTNCNJNVNYOHORPASCTXVAVTWAWI
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.
Janet Nichols - Financial Advisor | TrueAdvisor