JD
JD

John Davidson

26 Years of Experience
Concord, NH
Broker

John Davidson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Concord, NH, with 26 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

1 Pillsbury Street, Suite 100, Concord, NH, 03301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is an associate/employee at Davidson & Sons, the trade name for their Raymond James Investment business. He is also President of Davidson & Sons, Inc, an accounting/CPA firm, and a partner/director/officer at Davidson & Stone, PLLC, another accounting/CPA firm, taking about a quarter of his time at each. Finally, John is the treasurer of Deering Fish & Game Club, Inc, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Ameriprise Financial Services, LLC
May 2015 - May 2023 · 8 yrs
Ameriprise Financial Services, LLCBroker
May 2015 - May 2023 · 8 yrs
H.D. Vest Advisory Services, INC
July 1999 - May 2015 · 15 yrs 10 mos
Hd Vest Investment ServicesBroker
March 1999 - May 2015 · 16 yrs 2 mos
State Registrations13 states
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AdvisorBrokerBoth

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