Jo Ann Favia (CRD# 1621667) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Villa Park, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crux Wealth Advisors, LLC | Villa Park, IL | Feb 2021 - Current | 3 |
| Favia Group | Naples, FL | Feb 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Villa Park, IL | Jan 2021 - Current | 3 |
| Raymond James Financial Services Advisors | Villa Park, IL | Jan 2021 - Current | 3 |
| Favia Financial Group | Naples, FL | Oct 2002 - Current | 21 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jan 2021 | 4 |
| Kestra Financial/nfp Securities, Inc. | Villa Park, IL | Nov 2008 - Apr 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
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- 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)
- Educational seminars/workshops
- Other
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, WY
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