JM
JM

John Markle

48 Years of Experience
Houston, TX
Broker

John Markle is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 48 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

15375 Memorial Drive, Suite 350, Houston, TX, 77079

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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 referees basketball games for the Katy Independent School District in Katy, TX. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2009 - Present · 17 yrs 4 mos
Raymond James & Associates, INC.
January 2009 - Present · 17 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1983 - January 2009 · 25 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1980 - January 2009 · 28 yrs 8 mos
Bache Halsey Stuart Shields IncorporatedBroker
July 1979 - June 1980 · 11 mos
E. F. Hutton & Company INCBroker
April 1977 - July 1979 · 2 yrs 3 mos
State Registrations15 states
AZCACOCTFLGAILLAMINJNYOKTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Markle - Financial Advisor | TrueAdvisor