John Dean
John Dean is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlottesville, VA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
941 Glenwood Station Lane, Suite 201, Charlottesville, VA, 22901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a trustee for Clarity Wealth Partners LLC's 401k plan and owns support companies for his financial planning practice. He also manages a parcel of land in Maine and co-owns an LLC that owns 50% of Clarity Wealth Partners LLC, as well as co-owning a rental property that houses his financial advisory practice.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Horton Financial Services, INC.
Investacorp, INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations22 states
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