JD
CFP
JD
CFP

John Davis

29 Years of Experience
Jacksonville, FL
Broker

John Davis is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 29 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
Loading...

Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

Get directions

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.

Learn about disclosures →
Other Business Activities

John is a Vice President and Board Member/Treasurer for the 200 Club of Jacksonville, which supports families of fallen officers and firemen. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2010 - Present · 16 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
April 2005 - April 2010 · 5 yrs
Wells Fargo Advisors, LLCBroker
April 2005 - April 2010 · 5 yrs
Liberty Securities CorporationBroker
July 1999 - April 2000 · 9 mos
Southtrust Securities, LLCBroker
July 1999 - April 2005 · 5 yrs 9 mos
Southtrust Securities, INC.
July 1999 - December 2004 · 5 yrs 5 mos
Painewebber IncorporatedBroker
February 1998 - July 1999 · 1 yr 5 mos
Waterhouse Securities, INC.Broker
February 1996 - August 1997 · 1 yr 6 mos
Rickel & Associates, INC.Broker
January 1995 - February 1995 · 1 mo
State Registrations8 states
ALFLGANCOKTXVirgin IslandsWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.