JB
JB

John Barnes

22 Years of Experience
Severna Park, MD
1 DisclosureBroker

John Barnes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Severna Park, MD, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

645 Baltimore Annapolis Blvd, Suite 200, Severna Park, MD, 21146

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History

Regulatory History (1)
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Customer Dispute
June 2008
Settled
Other Business Activities

John owns two rental real estate properties, one since 2013 and another since 2021, dedicating minimal time to each. He also works as an associate/employee financial advisor for Capitalist Investment Services, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2010 - Present · 16 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
March 2004 - June 2009 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2004 - June 2009 · 5 yrs 4 mos
Sunamerica Securities, INC.Broker
October 1998 - April 1999 · 6 mos
Securities Service Network, INC.Broker
September 1997 - November 1997 · 2 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Barnes - Financial Advisor | TrueAdvisor