JP
CFP
JP
CFP

John Piotrowski

21 Years of Experience
Fort Lauderdale, FL
Broker

John Piotrowski is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Lauderdale, FL, with 21 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.

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
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Location

6550 N Federal Highway, Suite 505, Fort Lauderdale, FL, 33308

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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 is involved in several businesses, primarily related to The Dock Experts and its various holding companies, including real estate and marine construction. He also has a personal entity account for his RJFS branch commissions and supervisory overrides and manages rental property, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2005 - May 2023 · 17 yrs 10 mos
Ameriprise Financial Services, LLCBroker
June 2005 - May 2023 · 17 yrs 11 mos
Ids Life Insurance CompanyBroker
June 2005 - July 2006 · 1 yr 1 mo
State Registrations30 states
ALAZCACOCTDEFLGAINKYLAMAMDMIMNNCNHNJNVNYOHOKORPASCTNTXVAWAWI
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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