JK
JK

John Kerr

12 Years of Experience
Boca Raton, FL
Broker

John Kerr is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, 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

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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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 assists his wife with her interior design business, Joanna Kerr Design LLC, by helping with invoicing, budgeting, expense tracking, and payments. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
November 2018 - March 2021 · 2 yrs 4 mos
Morgan StanleyBroker
November 2018 - March 2021 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - September 2018 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - September 2018 · 3 yrs 7 mos
Morgan Stanley
November 2013 - August 2014 · 9 mos
Morgan StanleyBroker
October 2013 - August 2014 · 10 mos
John Thomas FinancialBroker
August 2010 - November 2011 · 1 yr 3 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.