John Spaulding Gleason
Investment adviser representative at Raymond James Financial Services Advisors, Inc
8 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you John Spaulding Gleason? Claim your profile
Contact this firm
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
8 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2024 to now
- Raymond James Financial Services, Inc.Dec 2024 to now
- Thacker Wealth and RetirementDec 2024 to now
- 1834 Investment Advisors Co.Feb 2024 to Dec 2024
- LPL Financial LLCFeb 2024 to Sep 2024
- Old National BankJun 2023 to Dec 2024
- Money Concepts Capital CorpMay 2022 to Jun 2023
- Ifp SecuritiesFeb 2022 to May 2022
- Cantella & Co., Inc.Jun 2021 to Dec 2021
- Wendell Fosters CampusMay 2017 to Jun 2021
- Western ExcelsiorApr 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 6556306
- Firm CRD
- 149018