John
Ager

Raymond James Financial Services Advisors, Inc

CRD#2500387
Investment Advisor
in Charlotte, NC
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About this Advisor

John Ager is a certified financial planner working out of Charlotte, North Carolina, with a total of 18 years of professional experience. Ager is an employee of Raymond James Financial Services Advisors, Inc. Throughout their career, they have worked at Raymond James Financial Services Advisors Inc, First-Citizens Bank & Trust Company, First Citizens Investor Services, Inc, Raymond James Financial Services, Inc and Ager Financial Corporation. Ager has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Raymond James Financial Services Advisors, Inc is a registered investment business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 2,040 locations and a total of 5,600 employees. It administers $81 billion in assets under management across its 280,698 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 100 charitable organizations. Of its 280,698 accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Raymond James Financial Services Advisors, Inc performs a diverse assortment of services, including 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. Fees charged by financial advisors vary depending on which service is provided. However, fees charged by Raymond James Financial Services Advisors, Inc most likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

No

Office Location

5960 Fairview Road Suite 100
Charlotte, NC 28210

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

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

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC 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 Ager Work History

John has 18 years of experience.

2013 - Present (6 years)

Raymond James Financial Services Advisors Inc

2013 - Present (6 years)

Raymond James Financial Services, Inc

2013 - Present (6 years)

Ager Financial Corporation

2000 - 2013 (13 years)

First-Citizens Bank & Trust Company

2000 - 2013 (13 years)

First Citizens Investor Services, Inc

Disclosures

John Ager has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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