John
Daniels

Raymond James Financial Services Advisors, Inc

CRD#5628104
Investment Advisor
in Pittsburgh, PA
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About this Advisor

John Daniels is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered advisor with Raymond James Financial Services Advisors, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Daniels holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Daniels is registered to serve customers in Pennsylvania and Texas. The advisor has gained experience at First Command Financial Services, Inc, First Command Financial Planning, Inc, East Coast Energy Consultants, First Command Advisory Services, Raymond James Financial Services Advisors Inc and Raymond James Financial Services, Inc. Raymond James Financial Services Advisors, Inc is headquartered in Pittsburgh, Pennsylvania, and has 2,040 other locations across the country. Overall, Raymond James Financial Services Advisors, Inc manages $81 billion in assets throughout 280,698 accounts and retains 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, in which 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 greater than $1 million in investable assets. Raymond James Financial Services Advisors, Inc can offer 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 65, Series 63, Certified Financial Planner

Years of Experience

10 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

600 Waterfront Drive Suite 125
Pittsburgh, PA 15222

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

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

6,224

PA Average: 62
Total Number of Accounts

343,734

PA Average: 2,474
Average Account Size

$301,664

PA 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 Daniels Work History

John has 10 years of experience.

2018 - Present (1 year)

Raymond James Financial Services Advisors Inc

2018 - Present (1 year)

Raymond James Financial Services, Inc

2015 - 2018 (3 years)

First Command Advisory Services

2008 - 2018 (10 years)

First Command Financial Services, Inc

2008 - 2018 (10 years)

First Command Financial Planning, Inc

2008 - 2008 (< 1 year)

East Coast Energy Consultants

Disclosures

John Daniels has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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