John Michael Meffert

Current Employers

Employment History

• 07/2014 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocala, FL
• 08/2014 → 04/2024
  Bank Of America, N.A.
  Ocala, FL
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Ocala, FL
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Ocala, FL

Previous Registrations

• 2014-08-05 → 2024-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocala, FL
• 2011-09-26 → 2014-08-07
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Orlando, FL
  Charlotte, NC

Other Businesses

(1)Name of Business: Scroggie, Meffert Davis & Asssociates Address: 201 SW 2nd St Ste 102, Ocala, FL, 34471-1108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Partner in the practice that we branded with Raymond James. Marketing DBA designation (2)Name of Business: SMD RE LLC Address: 41 SE 9th Terrace, Ocala, FL, 34471, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Building purchased by me and my partners, Warren Scroggie and Ross Davis. The building is where we will operate our wealth management business.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-21

Other Names

• John Michael Meffert
• John Michael Meffert