JO
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John O'rourke

6 Years of Experience
Tampa, FL
Broker

John O'rourke is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, 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 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

706 S Moody Ave, Tampa, FL, 33606

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - July 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - July 2022 · 3 yrs
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.