JA
CFP
JA
CFP

John Armati

21 Years of Experience
Manasses, VA
Broker

John Armati is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manasses, VA, 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 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

9300 Grant Avenue, Ste 300, Manasses, VA, 20110

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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 Activities

John owns rental real estate properties, acts as a trustee and financial advisor for a family trust, and co-owns a support company. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
January 2005 - February 2006 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
January 2005 - February 2006 · 1 yr 1 mo
State Registrations29 states
ALAZCACOCTDCDEFLILINMAMDMIMONCNENHNJNMNYOHORPASCTNTXVAWIWV
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.
John Armati - Financial Advisor | TrueAdvisor