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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 Everett Kerr is a financial advisor currently registered with Raymond James & Associates, Inc. John has been in the industry for over 10 years. John previously held positions with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and John Thomas Financial. John specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and high-net-worth clients. John is licensed to provide financial advice in 40 states and is a member of FINRA.
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
05/18/2022 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
11/08/2018 - 03/24/2021
MORGAN STANLEY (BOCA RATON FL)
FL
02/18/2015 - 09/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEERFIELD BEACH FL)
FL
10/25/2013 - 08/05/2014
MORGAN STANLEY (FT. LAUDERDALE FL)
NY
08/17/2010 - 11/09/2011
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
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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