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John Correro

Raymond James & Associates, INC.
27 Years of Experience
Jackson, MS
2 DisclosuresBroker
View SEC Summary
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John Correro is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4266 I-55 North, Suite 200, Jackson, MS, 39211

Get directions

History

Regulatory History (2)
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.
Regulatory
October 2006
Final
Employment Separation After Allegations
September 2004
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is an officer (Vice President, Board Member, Finance/Investment Committee Member, Executive Member) of The Catholic Foundation of the Diocese of Jackson, MS, Inc. He dedicates minimal time to overseeing the operation of the foundation.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2004 - February 2013 · 8 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2004 - February 2013 · 8 yrs 4 mos
UBS Financial Services INC.
September 2002 - October 2004 · 2 yrs 1 mo
UBS Financial Services INC.Broker
March 1999 - October 2004 · 5 yrs 7 mos
State Registrations28 states
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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.
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