John Pardue

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2013 → 11/2024
  Bank Of America, N.A.
  Fort Worth, TX
• 11/2024 → Present
  Raymond James & Associates Inc.
  Fort Worth, TX

Previous Registrations

• 2013-01-25 → 2024-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Keller, TX
  Fort Worth, TX
  Keller, TX
• 2008-12-16 → 2012-11-13
  Bac Capital Advisors Llc
  Seattle, WA

Other Businesses

I*114577 For profit or not for profit: For-Profit Organization Name of outside business organization: Pardue Holdings, LLC Address of business: Houston, Texas 77024 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 7/1/2018 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Family holding company for oil and gas royalties that belong partially to my parents. I have no ownership or fiduciary responsibility but have been asked to serve 2-4 hours/quarter to reconcile books and accounting but have no access to any accts

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-19
• S65 Uniform Investment Adviser Law Examination
  2008-12-15

Other Names

• John Matthew Pardue