John Francis, financial advisor Jacksonville FL
93 score

John Francis

CRD 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.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Jacksonville, FL Nov 2012 - Current 4
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
Contact Info for John T. Francis
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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