John FleishmanCRD Number: 6024755
Current Firm: Raymond James & Associates, Inc.
John Fleishman (CRD# 6024755) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Raymond James & Associates||Newport Beach, CA||Dec 2014 - Current||2|
|Ameriprise Financial Services, Inc.||Irvine, CA||Feb 2012 - Dec 2014||2|
|The Fleishman Group||Los Alamitos, CA||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV