John P. Donovan
Professional summary
John Patrick Donovan, CFP® is a registered financial advisor currently at ADVISORPLANNER, LLC located in St. Petersburg, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Donovan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
March 9, 2016 - Present
ADVISORPLANNER, LLC
June 23, 2015 - August 7, 2015
JEFFREY MATTHEWS ADVISORY GROUP LLC
March 4, 2015 - March 4, 2016
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
April 12, 2011 - June 16, 2014
CHARLES SCHWAB & CO., INC.
April 4, 2011 - June 16, 2014
CHARLES SCHWAB & CO., INC.
March 8, 2006 - July 1, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
September 8, 2003 - October 21, 2004
SOUTHTRUST SECURITIES, LLC
September 8, 2003 - October 21, 2004
SOUTHTRUST SECURITIES, LLC
April 26, 2001 - February 13, 2006
DONOVAN, JOHN PATRICK
August 4, 1998 - September 4, 2001
DIME SECURITIES, INC.
May 23, 1988 - December 16, 1997
AMERIPRISE ADVISOR SERVICES, INC.
November 13, 1987 - March 29, 1988
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 1, 1987 - October 29, 1987
FIRST AMERICA EQUITIES CORP.
May 21, 1986 - July 11, 1987
LASALLE ST SECURITIES, L.L.C.
August 23, 1983 - May 31, 1986
EMPIRE NATIONAL SECURITIES, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2016)
Exams
Series 8
Date: 9/1/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
ADVISORPLANNER, LLC
CRD#: 282944 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 4,054,267 |
Red Flags
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