John FrancisCRD Number: 1296945
Current Firm: Ameriprise Financial Services, Inc.
John Francis (CRD# 1296945) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Jacksonville, FL and has over 32 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Ameriprise Financial Services Inc.||Jacksonville, FL||Nov 2012 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Ponte Vedra Beach, FL||Dec 2010 - Nov 2012||1|
|Waddell & Reed, Inc.||Jacksonville, FL||Sep 2010 - Nov 2012||2|
|Francis Realty And Property Management||Ponte Vedra, FL||Jun 2009 - Nov 2012||3|
|Jax Lax Sports LLC||St Augustine, FL||Dec 2008 - Nov 2012||3|
|Tortuga Global LLC||Ponte Verda, FL||Sep 2009 - Sep 2010||1|
|First New York Securities LLC||New York, NY||Nov 2008 - Jun 2009||< 1|
|Unemployed||Ponte Verde, PA||Sep 2003 - Nov 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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