JK
JK

John Kulhavi

27 Years of Experience
Auburn Hills, MI
Broker

John Kulhavi is a registered investment advisor at Raymond James & Associates, INC., based in Auburn Hills, MI, with 27 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

27 S Squirrel, Ste. 200, Auburn Hills, MI, 48326

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2026 - Present · 3 mos
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
November 2024 - January 2026 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - January 2026 · 1 yr 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2022 - January 2026 · 3 yrs 3 mos
Wells Fargo Advisors
October 2022 - January 2026 · 3 yrs 3 mos
UBS Financial Services INC.
February 2009 - September 2022 · 13 yrs 7 mos
UBS Financial Services INC.Broker
April 2004 - September 2022 · 18 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2003 - April 2004 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - April 2004 · 6 yrs 2 mos
State Registrations49 states
AKARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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 Kulhavi - Financial Advisor | TrueAdvisor