JM
JM

John Mcdermott

12 Years of Experience
Newtown, PA
Broker

John Mcdermott is a registered investment advisor at Raymond James & Associates, INC., based in Newtown, PA, with 12 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

5 Caufield Place, Suite 201, Newtown, PA, 18940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is the proprietor and owner of Clear Horizons Window Cleaning since 2005, focusing on business development and operations. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2013 - Present · 12 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Wallachbeth Capital LLCBroker
September 2010 - February 2011 · 5 mos
State Registrations5 states
FLNJNYPATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.