JA
JA

John Anderson

3 Years of Experience
Dayton, OH
Broker

John Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, OH, with 3 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
Loading...

Location

313 E Stroop Rd, Dayton, OH, 45429

Get directions

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.

Learn about disclosures →
Other Business Activities

John is a freelance musician performing with regional orchestras and churches, dedicating a few hours per week. He also works as an associate/employee for Riegel Financial and Riegel Financial, CPA, performing financial advisor/retirement planning and clerical duties, respectively, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 6 mos
State Registrations1 state
OH
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 Anderson - Financial Advisor | TrueAdvisor