John Ellett
John Ellett is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gallatin, TN, with 10 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1534 Noah Lane, Gallatin, TN, 37066
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
John works as a financial advisor for Pinnacle Asset Management (about half his time) and Sturgeon & Ellett Wealth Management (about a quarter of his time). He also works as an investment representative for Pinnacle Financial Partners, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations32 states
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
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