JI
JI

John Ivory

17 Years of Experience
The Villages, FL
Broker

John Ivory is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163

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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 CEO of Ocala 4 Football, Inc, a non-profit organization supporting young athletes. He dedicates a few hours per week to overseeing its operations.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.
May 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2014 - Present · 12 yrs 4 mos
Previous Registrations
Princor Financial Services CorporationBroker
June 2011 - May 2014 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
November 2010 - January 2011 · 2 mos
Franklin/templeton Distributors, INC.Broker
March 2008 - June 2010 · 2 yrs 3 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Ivory - Financial Advisor | TrueAdvisor