JT
JT

John Tholen

22 Years of Experience
Saint Petersburg, FL
Broker

John Tholen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 22 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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 owns rental real estate property since 2021, but his wife handles all aspects of the rental. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
December 2006 - Present · 19 yrs 9 mos
Previous Registrations
Raymond James Financial Services
January 2007 - October 2009 · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2006 - December 2006 · 11 mos
Raymond James Financial Services, INC.Broker
November 2003 - December 2005 · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
May 2003 - October 2003 · 5 mos
State Registrations3 states
FLIDIN
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.