John Michael Segal

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Chelmsford, MA
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Chelmsford, MA
• 10/2020 → Present
  Raymond James Financial Services, Inc
  Chelmsford, MA
• 10/2020 → Present
  Raymond James Financial Services Advisors, Inc
  Chelmsford, MA

Previous Registrations

• 2020-08-20 → 2020-10-26
  Wells Fargo Clearing Services, Llc
  Chelmsford, MA

Other Businesses

(1)Name of Business: North Road Wealth Partners Address: 234 Littleton Road, Westford, MA, 01886, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 10/22/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2020-07-28
• S63 Uniform Securities Agent State Law Examination
  1992-07-23

Other Names

• John Michael Segal
• John Segal