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John Aspell

21 Years of Experience
Bend, OR
Broker

John Aspell is a registered investment advisor at Raymond James & Associates, INC., based in Bend, OR, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1001 SW Disk Dr, Suite 104, Bend, OR, 97702

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2011 - February 2019 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2019 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
May 2004 - January 2008 · 3 yrs 8 mos
State Registrations30 states
ALAZCACODCFLGAHIIAIDILMAMIMNMOMTNCNVNYOHOKORSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Aspell - Financial Advisor | TrueAdvisor