John Ivory, financial advisor The Villages FL
93 score

John Ivory

CRD Number: 5494814
Current Firm: Raymond James & Associates, Inc.

John Ivory (CRD# 5494814) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. The Villages, FL May 2014 - Current 2
Pinnacle Financial Group Lady Lake, FL Feb 2014 - May 2014 < 1
Princor Financial Services Corp Lady Lake, FL Jun 2011 - May 2014 2
Principal Life Ins Co Lady Lake, FL Jun 2011 - Jan 2014 2
Unemployed Ocala, FL Feb 2011 - May 2011 < 1
Morgan Stanley Smith Barney Ocala, FL Aug 2010 - Jan 2011 < 1
Franklin Templeton St. Petersburg, FL Feb 2008 - Jun 2010 2
Mount Union College Alliance, OH Aug 2007 - Dec 2007 < 1
Mystic Tank Lines Astoria, NY May 2007 - Aug 2007 < 1
Alliance Neighborhood Center Alliance, OH Mar 2007 - May 2007 < 1
Full-time Education Alliance, OH Jan 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
S63 Uniform Securities State Law Examination Aug 2009
Contact Info for John R. Ivory
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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

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