JM
JM

John Macclary

18 Years of Experience
Orlando, FL
Broker

John Macclary is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 18 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

720 Rugby St, Suite 200, Orlando, FL, 32804

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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 the treasurer of the Center For The Visually Impaired - Conklin Davis Center, a non-profit organization, and owns Grand View Retreat LLC, which holds two lots of land. He also manages a rental property in Colorado through KCJJ LLC, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2007 - Present · 19 yrs
Previous Registrations
401kapow
June 2012 - December 2015 · 3 yrs 6 mos
Raymond James Financial Services
September 2007 - October 2009 · 2 yrs 1 mo
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.