JV
JV

John Vallentine

5 Years of Experience
Chandler, AZ
Broker

John Vallentine is a registered investment advisor at Raymond James & Associates, INC., based in Chandler, AZ, with 5 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

3133 West Frye Road, Suite 410, Chandler, AZ, 85226

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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.

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Other Business Activities

John is a partner and owner of Dixxon Flannel Co. since March 2024, dedicating a few hours per week to the business. He will assist with business growth ideas and serve as a sounding board.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
State Registrations17 states
AKAZCACOFLHIIDMTNHOHORTXVAVTWAWIWY
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 Vallentine - Financial Advisor | TrueAdvisor