JM
CFP
JM
CFP
John Malatino
28 Years of Experience
Rockledge, FL
1 DisclosureBroker
John Malatino is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Rockledge, FL, with 28 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
5464 Village Drive, Rockledge, FL, 32955
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2009Denied
Other Business Activities
John owns and leases commercial office space through Vidina Properties, LLC since 2021. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2002 - January 2020 · 17 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - January 2020 · 17 yrs 7 mos
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Wachovia Brokerage ServiceBroker
March 1998 - February 2000 · 1 yr 11 mos
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.