JD
CFP
JD
CFP
John Dubel
26 Years of Experience
Greensboro, NC
1 DisclosureBroker
John Dubel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, 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
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Location
108 State Street, Suite 110, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2022Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2005 - Present · 21 yrs 1 mo
Previous Registrations
Raymond James Financial Services
June 2005 - January 2009 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
May 2004 - June 2005 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
October 2001 - June 2005 · 3 yrs 8 mos
Salomon Smith Barney INC.Broker
March 2000 - November 2001 · 1 yr 8 mos
State Registrations9 states
FLGANCNYSCTNVAWAWV
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.