JL
JL

John Lembo

6 Years of Experience
Silverdale, WA
Broker

John Lembo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Silverdale, WA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4102 NW Anderson Hill Road, Silverdale, WA, 98383

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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 an independent contractor as a financial advisor for Alloy Capital, dedicating about half his time to this role. He also acts as financial power of attorney for his mother, spending minimal time on this, and owns Lembo Wealth Advisors LLC to manage payments from Raymond James, spending about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2019 - March 2022 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - March 2022 · 2 yrs 10 mos
State Registrations31 states
AKARAZCACOFLGAHIIDILINMEMIMNMTNCNENVNYOHOKORPASCSDTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.