John Douglas Baxley
Investment adviser representative at Merit Financial Advisors
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.9BFirm assets
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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 feeOther
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
20 years in the industry.
- Mfg SecuritiesAug 2024 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsNov 2023 to now
- Merit Financial Group d/b/a Merit Financial AdvisorsNov 2023 to now
- Stone Creek Capital Management LLCNov 2023 to now
- LPL Financial LLCNov 2023 to Aug 2024
- Silver Oak Securities Inc.May 2021 to Nov 2023
- Cambridge Investment Research Advisors, IncSep 2019 to May 2021
- Cambridge Investment Research, Inc.Sep 2019 to May 2021
- Ladenburg Thalmann & Co., Inc.Jan 2017 to Jul 2019
- Ladenburg Thalmann Asset ManagementJan 2017 to Jul 2019
- Securities Service Network, Inc.Aug 2006 to Dec 2018
- Ssn Advisory, Inc.Aug 2006 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 3214809
- Firm CRD
- 142457