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John Combs

Raymond James Financial Services Advisors, INC
23 Years of Experience
Neptune Beach, FL
1 DisclosureBroker
View SEC Summary
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John Combs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, FL, with 23 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

115 Penmam Rd, Neptune Beach, FL, 32266

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is the owner/managing member of Combs Capital Management LLC, through which he receives income earned via RJFS. He also serves as Treasurer and Board member for the International Wine & Food Society, Jacksonville Chapter, and receives fees/commissions via WMM Group LLC; each of these activities takes a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
May 2009 - September 2017 · 8 yrs 4 mos
Oppenheimer & CO. INC.Broker
May 2009 - September 2017 · 8 yrs 4 mos
UBS Financial Services INC.
November 2002 - May 2009 · 6 yrs 6 mos
UBS Financial Services INC.Broker
November 2002 - May 2009 · 6 yrs 6 mos
State Registrations12 states
CADCFLMAMDNJNMNVNYPATNTX
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.
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