John David Secord

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

• 05/2011 → 03/2026
  Farm Bureau
  West Des Moines, IA
• 01/2012 → 03/2026
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 03/2026 → Present
  Raymond James & Associates, Inc.
  Lincoln, ND
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Lincoln, ND

Previous Registrations

• 2019-02-11 → 2026-03-25
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2011-05-26 → 2019-02-07
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-14
• S66 Uniform Combined State Law Examination
  2010-06-14
• S63 Uniform Securities Agent State Law Examination
  2010-05-12

Designations

• Chartered Financial Consultant