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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 Kelley Odea is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Ramon, CA. John has been working in the financial industry since 2004 and has a broad range of experience with a focus on providing financial planning and portfolio management services to individual clients, businesses, and retirement plans. John is licensed to provide financial services in California, Texas, and several other states. Prior to joining Raymond James, John worked with Securian Financial Services, Inc., NFP Advisor Services, LLC, and M Holdings Securities, Inc. John is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
01/09/2015 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
04/25/2011 - 01/06/2015
NFP ADVISOR SERVICES, LLC (LAFAYETTE CA)
CA
08/08/2007 - 04/05/2010
M HOLDINGS SECURITIES, INC. (LARKSPUR CA)
MA
05/05/2005 - 06/04/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/05/2005 - 06/04/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
08/04/2004 - 08/10/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
08/08/2002 - 03/23/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/08/2002 - 03/23/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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