John Passaglia
John Passaglia is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beaverton, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11425 SW Beaverton-Hillsdale Hwy, Beaverton, OR, 97005
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
John works as a financial advisor for OnPoint Community Credit Union and OnPoint Investment Services, providing financial guidance and investment solutions, dedicating about half his time to each. He also owns rental real estate properties, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Royal Alliance Associates, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 states
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.