JC
JC

John Crocker

46 Years of Experience
Dallas, TX
Broker

John Crocker is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, 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 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

200 Crescent Ct., Suite 1030, Dallas, TX, 75201

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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 involved in rental real estate through CPB Capital Group LLC since 2020. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2008 - Present · 18 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2008 - Present · 18 yrs 4 mos
Raymond James & Associates, INC.
May 2008 - Present · 18 yrs 4 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
July 1997 - May 2008 · 10 yrs 10 mos
Morgan Keegan & Company, INC.
July 1997 - May 2008 · 10 yrs 10 mos
Principal Financial Securities,inc.Broker
September 1979 - August 1997 · 17 yrs 11 mos
State Registrations29 states
ALARAZCACOCTDCFLGAHIIDILINMAMEMTNCNDNJNMNVNYOKORTNTXUTVAWA
AdvisorBrokerBoth

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