John
Martin

Raymond James & Associates, Inc

CRD#1284165
Investment Advisor
in Austin, TX
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About this Advisor

John Martin is a certified financial planner based in Austin, Texas. Currently a registered financial advisor at Raymond James & Associates, Inc, they have gathered 10 years of work experience. Martin has a Series 63 license, qualifying them as a securities broker. Martin can work with customers based out of Texas. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC, Wells Fargo Clearing Services, LLC and Raymond James & Associates, Inc. Raymond James & Associates, Inc is based out of Austin, Texas, and has 422 additional brick-and-mortar locations throughout the nation. In aggregate, Raymond James & Associates, Inc oversees $143 billion in assets dispersed across 472,443 accounts and employs more than 13,277 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James & Associates, 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 and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2801 Via Fortuna Suite 650
Austin, TX 78746

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

TX Average: 62
Total Number of Accounts

591,180

TX Average: 2,474
Average Account Size

$297,807

TX 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
  • Other

John Martin Work History

John has 10 years of experience.

2018 - Present (1 year)

Raymond James & Associates, Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

John Martin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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