John PopeCRD Number: 1086200
Current Firm: Retirement Strategies, Inc.
John Pope (CRD# 1086200) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 35 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Retirement Strategies, Inc.||Jacksonville, FL||Dec 2013 - Current||4|
|Triad Advisors, Inc.||Jacksonville, FL||Oct 2011 - Dec 2013||2|
|Collins Capital Management, Inc.||Jacksonville, FL||Jun 2010 - Dec 2013||3|
|Invest Financial Corp.||Tampa, FL||Jun 2010 - Oct 2011||1|
|Raymond James Financial Services, Inc.||Jacksonville, FL||Oct 2002 - Jun 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management274MILLIONS
Total Number of Accounts1,144ACCOUNTS
Average Account Value$239,858
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, SC
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