JD
JD

John Demers

27 Years of Experience
Ormond Beach, FL
1 DisclosureBroker

John Demers is a registered investment advisor at Wells Fargo Advisors, based in Ormond Beach, FL, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1200 W Granada Blvd, Unit 6B, Ormond Beach, FL, 32174

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Denied
Other Business Activities

John has 50% ownership in Integrative Wealth Management, LLC, dedicating full-time hours to it. He also has 100% ownership in John Demers LLC, but dedicates no time to it.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2003 - July 2023 · 19 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2023 · 20 yrs
Merrill Lynch Pierce Fenner & Smith INC.
March 2002 - July 2003 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - July 2003 · 1 yr 4 mos
Painewebber IncorporatedBroker
July 1996 - July 1999 · 3 yrs
State Registrations44 states
ALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMEMIMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.
John Demers - Financial Advisor | TrueAdvisor