JB
CFP
JB
CFP

John Boggust

30 Years of Experience
Omaha, NE
Broker

John Boggust is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, 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 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

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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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.

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Other Business Activities

John is a member of the Finance/Investment Committee for Duchesne Academy of the Sacred Heart, a non-profit organization, since January 2025. He spends a few hours per week on this activity, primarily reviewing financial statements.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
October 2005 - June 2021 · 15 yrs 8 mos
RBC Capital Markets, LLCBroker
March 1998 - June 2021 · 23 yrs 3 mos
Dain Rauscher IncorporatedBroker
December 1997 - March 1998 · 3 mos
Piper Jaffray INC.Broker
May 1995 - December 1997 · 2 yrs 7 mos
State Registrations9 states
AKCAFLIAMNNENMTNUT
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.