JD
JD

John-Paul Davis

18 Years of Experience
Russellville, AR
BrokerSells Insurance

John-Paul Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Russellville, AR, 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

203 N Commerce Ave, Russellville, AR, 72801

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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 ActivitiesSells Insurance

John-Paul is an independent insurance agent since 2008, selling life insurance and variable annuities, and conducts this business through Perspectives Group Financial Inc. He dedicates a few hours per week to this activity and also owns rental income property.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Previous Registrations
Trutoro
April 2016 - January 2026 · 9 yrs 9 mos
TrutoroBroker
April 2016 - December 2025 · 9 yrs 8 mos
Lifemark Securities CORP.
August 2013 - April 2016 · 2 yrs 8 mos
Lifemark Securities CORP.Broker
April 2009 - April 2016 · 7 yrs
NFP Securities, INC.Broker
September 2007 - May 2009 · 1 yr 8 mos
State Registrations15 states
ARAZCODCFLILLAMOMSNCOKTNTXUTWY
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-Paul Davis - Financial Advisor | TrueAdvisor