JC
JC

John Connolly

11 Years of Experience
Atlanta, GA
Broker

John Connolly is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 11 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
Loading...

Location

1000 Abernathy Road, NE, Building 400, Suite 1425, Atlanta, GA, 30328

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 an officer (Treasurer) of the Connolly Family Foundation, issuing grants to charities. He spends a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2014 - Present · 11 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2014 - Present · 11 yrs 7 mos
State Registrations8 states
ALCADEFLGAKYNYWA
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 Connolly - Financial Advisor | TrueAdvisor