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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 Joseph Watson is a financial advisor with over 30 years of experience in the industry. John is registered with Raymond James Financial Services Advisors, Inc. and has offices in Arroyo Grande, California. He is licensed to provide investment advice and services in Alabama and California. John holds a variety of licenses and certifications including Series 65, 63, 53, 24, 52TO, 3, 7, and SIE. His areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. In addition to his work as a financial advisor, John is also involved in the real estate business.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ARROYO GRANDE CA)
NY
05/14/1988 - 05/09/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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