John Phelan
John Phelan is a registered investment advisor at Raymond James & Associates, INC., based in Augusta, GA, with 32 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
1325 Greene Street, Augusta, GA, 30901
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Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
John serves on the advisory board of a non-profit organization, dedicating a few hours per week. He also owns rental real estate and has ownership interests in inherited mineral rights, each requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations15 states
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.