JC
JC

John Chidwick

26 Years of Experience
Mooresville, NC
Broker

John Chidwick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mooresville, NC, 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

114 Commerce Center Loop, Suite E, Mooresville, NC, 28117

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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 producer at an unspecified business, dedicating minimal time. He also owns 50% of 4 Life Investments, a real estate company that rents space to his business and another company, and is a partner at Signature Wealth Group, a support company, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
American Financial Management Group, LTD.
July 2016 - February 2017 · 7 mos
Ifg Russell Advisors INC
March 2016 - February 2017 · 11 mos
Triad Advisors, INC.Broker
September 2015 - March 2017 · 1 yr 6 mos
Lincoln Financial Distributors, INC.Broker
October 2007 - September 2015 · 7 yrs 11 mos
Aig Sunamerica Capital Services, INC.Broker
August 2003 - October 2007 · 4 yrs 2 mos
Phoenix Equity Planning CorporationBroker
October 2002 - August 2003 · 10 mos
Planco Financial Services, INC.Broker
June 1999 - June 2002 · 3 yrs
State Registrations36 states
ALAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMNMONCNJNVNYOHOKORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.