Raymond James welcomes Washington financial advisor with $200 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Adrian John, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, West division director for RJFS.
Adrian J. John of Raymond James is located in Seattle, Washington, where he is joined by client services manager Katherine Bowers. Together they work with families and individuals, women investors, individuals with sudden wealth and retirees to establish a financial plan to achieve their long-term goals. The duo was formerly affiliated with Edward Jones where they managed approximately $200 million in client assets.
“Our primary strength is helping clients to plan for and stay on track to meet their financial and retirement goals. Raymond James offers planning software which incorporates more complexity and nuance, enabling me to advise clients on these important matters with better accuracy. In addition, clients now have access to a broader range of investments based on their values and priorities while maintaining the protections of a large, stable firm,” said John. “On the business side, my staff and I have gained the support and technology to operate seamlessly whenever one of us is not physically in the office.”
John began his career in finance in 2010 as an advisor at Edward Jones. Prior to applying his expertise to financial planning, he earned his degree in social work from Seattle University and operated a small business after graduating. John has continued his professional education, earning CERTIFIED FINANCIAL PLANNERTM, Accredited Asset Management Specialist and Certified Divorce Financial Analyst designations. He was also named to the 2022 list of the Forbes Best in State Next-Gen Wealth Advisors.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.09 trillion as of Sept. 30, 2022. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to www.shookresearch.com.
AAMS® and Accredited Asset Management Specialist SM are registered service marks of the College for Financial Planning.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Adrian J. John of Raymond James is located at 2928 Eastlake Ave E Seattle, WA 98102-3010, telephone 206.934.4860.