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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Campbell Davis is a financial advisor with Raymond James & Associates, Inc., with 27 years of experience in the industry. John Davis is registered with FINRA and the state of Florida and has a Series 7, Series 9, Series 10, and Series 63 license. John Davis is also a Certified Financial Planner. John Davis's firm, Raymond James & Associates, Inc., manages over $433 billion in assets and provides a variety of investment services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/04/2023 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
04/23/2005 - 04/19/2010
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
AL
07/02/1999 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
07/20/1999 - 04/04/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
02/04/1998 - 07/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NE
02/23/1996 - 08/05/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
01/03/1995 - 02/27/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 02/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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