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John Schaefer
31 Years of Experience
Grand Rapids, MI
2 DisclosuresBroker
John Schaefer is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 31 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
100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2015Settled
Customer Dispute
April 2011Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2010 - Present · 15 yrs 11 mos
Raymond James & Associates, INC.Broker
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Natcity Investments, INC.
June 2008 - July 2008 · 1 mo
Natcity Insurance Services, INC.Broker
June 2001 - September 2001 · 3 mos
Natcity Insurance Services, INC.Broker
May 2000 - August 2000 · 3 mos
Natcity Investments, INC.Broker
May 1999 - July 2008 · 9 yrs 2 mos
Natcity Investments, INC.Broker
May 1998 - July 1998 · 2 mos
First of America Brokerage Service, INC.Broker
April 1996 - July 1998 · 2 yrs 3 mos
Aal Capital Management CorporationBroker
May 1994 - April 1996 · 1 yr 11 mos
State Registrations18 states
AZCACOFLGAHIILINMAMDMINCNJOHORTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.