JW
JW
John Wilson
48 Years of Experience
Knoxville, TN
2 DisclosuresBroker
John Wilson is a registered investment advisor at Raymond James & Associates, INC., based in Knoxville, TN, 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
11400 Parkside Drive, Suite 200, Knoxville, TN, 37934
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2002Closed-No Action
Customer Dispute
November 1990Settled
Other Business Activities
John is the author of a new book, a side hobby involving writing and publishing. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2004 - February 2013 · 9 yrs
Morgan Keegan & Company, INC.Broker
November 1996 - February 2013 · 16 yrs 3 mos
Prudential Securities IncorporatedBroker
June 1988 - November 1996 · 8 yrs 5 mos
Shearson Lehman Hutton INC.Broker
July 1981 - June 1988 · 6 yrs 11 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - July 1981 · 1 yr 6 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
September 1978 - January 1980 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
December 1977 - September 1978 · 9 mos
State Registrations20 states
ALARCACOFLGAILKSKYMDMOMSNCNEOKORSCTNTXWV
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.