John Meffert
John Meffert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 15 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
Firm Size
IM Fee
Assets Under Management
Location
41 SE 9th Ter, Ocala, FL, 34471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the owner of John M Meffert IV LLC, a personal LLC where Raymond James fees/commissions are deposited, requiring minimal time. He is also a partner in Scroggie, Meffert Davis & Associates, a marketing DBA designation, taking about half of John's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations23 states
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.