John Carlson
John Carlson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irvine, CA, with 24 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
2 Executive Circle, Suite 280, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns J. E. Carlson Financial Group, Inc. and Redwood Investments, both support companies, and dedicates minimal time to each. He is also an agent for National Life and Pelorus, helping clients with non-variable life and long-term care insurance, spending minimal time on these activities as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations23 states
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