John
Barton

Raymond James Financial Services Advisors, Inc

CRD#2546684
Investment Advisor
in Vero Beach, FL
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About this Advisor

John Barton is an advisor whose office is in Vero Beach, Florida. Currently an advisor with Raymond James Financial Services Advisors, Inc, they have gathered 11 years of experience in the financial advisory industry. Barton maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Barton can advise investors based out of Florida. Throughout their career, Barton has worked at Raymond James Financial Services, Insurance-Non Variable and Raymond James Finanicial Services Advisors, Inc. Raymond James Financial Services Advisors, Inc is located in Vero Beach, Florida, and operates out of 2,040 additional offices in the United States. In aggregate, Raymond James Financial Services Advisors, Inc manages $81 billion in assets throughout 280,698 client accounts and employs more than 5,600 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Raymond James Financial Services Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

4727 N. Hwy A1A
Vero Beach, FL 32963

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

FL Average: $1,855,561,029
Total Number of Employees

6,224

FL Average: 62
Total Number of Accounts

343,734

FL Average: 2,474
Average Account Size

$301,664

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Barton Work History

John has 11 years of experience.

2009 - Present (10 years)

Raymond James Finanicial Services Advisors, Inc

2007 - Present (12 years)

Raymond James Financial Services

2008 - 2016 (8 years)

Insurance-Non Variable

Disclosures

John Barton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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