JG
JG
John Gorman
30 Years of Experience
Woodbury, NY
1 DisclosureBroker
John Gorman is a registered investment advisor at Raymond James & Associates, INC., based in Woodbury, NY, 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
135 Crossways Park Drive, Suite 104, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 1998Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Raymond James & Associates, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
February 2012 - June 2025 · 13 yrs 4 mos
Morgan StanleyBroker
June 2009 - June 2025 · 16 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
Oppenheimer & CO. INC.Broker
January 2003 - September 2005 · 2 yrs 8 mos
Cibc World Markets CORP.Broker
May 2000 - January 2003 · 2 yrs 8 mos
Janney Montgomery Scott LLCBroker
July 1997 - May 2000 · 2 yrs 10 mos
Worthington Capital Group, INC.Broker
March 1997 - July 1997 · 4 mos
Sterling Foster & Company, INC.Broker
October 1995 - March 1997 · 1 yr 5 mos
State Registrations15 states
CACOCTFLGAKYMINCNJNYOHPATNTXVA
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.