John Koch
John Koch is a registered investment advisor at Raymond James & Associates, INC., based in Pepper Pike, OH, with 30 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Pepper Pike, OH
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Regulatory History
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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John is a member of the Investment Sub-Committee for Saint Ignatius High School since 2020. He dedicates minimal time to this non-profit activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fourth Street Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations28 states
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