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Johnny Chacartegui

22 Years of Experience
Garden City, ID
BrokerSells Insurance

Johnny Chacartegui is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Garden City, ID, 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

5663 N. Glenwood St., Ste. 101, Garden City, ID, 83714

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Johnny sells life insurance, long-term care insurance, and fixed annuities in Boise, ID, since 2011. This activity requires a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2020 - Present · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Edward JonesBroker
March 2004 - June 2008 · 4 yrs 3 mos
State Registrations8 states
AZCACOFLIDMTORWA
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.