JP
CFP · ChFC
JP
CFP · ChFC

John Pavelka

27 Years of Experience
Bettendorf, IA
1 DisclosureBroker

John Pavelka is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bettendorf, IA, 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 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

3467 Forest Grove Drive, Bettendorf, IA, 52722

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
June 2005
Settled
Other Business Activities

John is involved in real estate ownership and business ownership, dedicating about a quarter of his time to one business. He also serves on several boards and committees, including the St. Paul Investment committee and the Crow Valley Country Club Finance Committee, spending a few hours per week on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2018 - February 2026 · 7 yrs 5 mos
Ameriprise Financial Services, LLC
September 2018 - February 2026 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2011 - September 2018 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2018 · 7 yrs 8 mos
Wells Fargo Investments, LLC
September 2006 - January 2011 · 4 yrs 4 mos
Wells Fargo Investments, LLCBroker
September 2006 - January 2011 · 4 yrs 4 mos
Wells Fargo Investments, LLC
September 2006 - September 2006 · 0 mos
Natcity Investments, INC.
January 2002 - September 2006 · 4 yrs 8 mos
Natcity Investments, INC.Broker
July 2001 - September 2006 · 5 yrs 2 mos
Natcity Insurance Services, INC.Broker
July 2001 - December 2001 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - February 2001 · 1 yr 1 mo
Edward JonesBroker
March 1998 - January 2000 · 1 yr 10 mos
State Registrations27 states
ARAZCACODCFLIAILINKSMDMIMNMONCNENVOHOKORPASCTNTXVAWAWI
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.