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John Salisbury

33 Years of Experience
Kirkland, WA
Broker

John Salisbury is a registered investment advisor at Raymond James & Associates, INC., based in Kirkland, WA, with 33 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

3500 Carillon Pt., Kirkland, WA, 98033

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2020 · 12 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - May 2020 · 12 yrs 4 mos
A. G. Edwards & Sons, INC.
May 1998 - January 2008 · 9 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
May 1998 - January 2008 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - May 1998 · 4 yrs
Prudential Securities IncorporatedBroker
August 1992 - May 1994 · 1 yr 9 mos
State Registrations11 states
CACODCKSMAMDNMNYTXVAWA
AdvisorBrokerBoth

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