John Preston Kliewer
Investment adviser representative at Raymond James Financial Services Advisors, Inc
28 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Raymond James Financial Services Advisors Inc.Jun 2018 to now
- Raymond James Financial Services, IncJun 2018 to now
- Columbus LifeAug 2019 to Aug 2022
- John Hancock Life Insurance CompaniesJul 2018 to Oct 2022
- Waddell & Reed, Inc.Oct 1994 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2553788
- Firm CRD
- 149018