JP
JP
John Pratti
24 Years of Experience
Boca Raton, FL
1 DisclosureBrokerSells Insurance
John Pratti is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, 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
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
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Other Business ActivitiesSells Insurance
John sells fixed insurance and provides Medicare product referrals, dedicating minimal time to each. He also co-owns rental property in Meredith, NH, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
August 2016 - February 2026 · 9 yrs 6 mos
Commonwealth Financial NetworkBroker
July 2016 - February 2026 · 9 yrs 7 mos
Msi Financial Services, INC.Broker
January 2015 - September 2016 · 1 yr 8 mos
Baystate Wealth Management
July 2010 - August 2016 · 6 yrs 1 mo
New England SecuritiesBroker
January 2006 - January 2015 · 9 yrs
Ameriprise Financial Services, INC.Broker
March 2002 - February 2006 · 3 yrs 11 mos
Ids Life Insurance CompanyBroker
March 2002 - February 2006 · 3 yrs 11 mos
State Registrations23 states
AZCACOCTFLGAILINLAMAMDMEMINHNJNYOHPARISCTNTXVT
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.