Jo-Ann Principi
Jo-Ann Principi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, FL, with 46 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
Firm Size
IM Fee
Assets Under Management
Location
2395 North Courtenay Parkway, Suite 201, Merritt Island, FL, 32953
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Regulatory History
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 ActivitiesSells Insurance
Jo-Ann is an independent contractor for Crossley Shear Inc., operating a transactional fee business primarily with stocks and bonds, taking about half of her time. She also manages Principi Farm Enterprises, L.L.C. d/b/a Fruit Creek, which retails farm products, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward Jones
Edward JonesBroker
A. G. Edwards & Sons, INC.Broker
State Registrations14 states
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