JW
JW

John Wall

16 Years of Experience
Williamsburg, VA
Broker

John Wall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 16 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
Loading...

Location

5425 Discovery Park Blvd., Suite 102, Williamsburg, VA, 23188

Get directions

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.

Learn about disclosures →
Other Business Activities

John is a financial advisor and officer (Vice President) at Atlantic Union Bank since 2019, dedicating about half of his time. He is also a financial advisor at Atlantic Union Financial Consultants/AUB Wealth Management since 2017, also dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2011 - Present · 14 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
January 2010 - September 2011 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
December 2009 - September 2011 · 1 yr 9 mos
State Registrations19 states
CADCDEFLHIMDMSNCNJNMNYORPASCSDTNTXVAVT
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.