John H Appleton
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
13 years in the industry.
- N/aFeb 2026 to now
- Raymond James & Associates, Inc.Sep 2023 to now
- Global Technical Services, Inc.Oct 2022 to now
- University of OklahomaJan 2023 to Aug 2024
- AhsaaFeb 2022 to Apr 2022
- Platinum Pines LLCSep 2019 to Nov 2022
- Lanier & Company IncorporatedJul 2019 to Nov 2019
- University of Alabama HuntsvilleAug 2017 to May 2021
- Austin High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7802748
- Firm CRD
- 705