JB
JB

John Blevins

1 Year of Experience
Lexington, KY
Broker

John Blevins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 1 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

3225 Summit Square Place Suite 200, Lexington, KY, 40509

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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 an advisory board member for Faithful Platform, dedicating minimal time. He is also an associate/employee at Lexington Private Wealth & Family Office and Vine Street Private Wealth & Family Office, spending about a quarter to half of his time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
KYOH
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 Blevins - Financial Advisor | TrueAdvisor