John Demarest

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

• 08/2015 → 03/2024
  Morgan Stanley Smith Barney Llc
  Walnut Creek, CA
• 11/2024 → Present
  Raymond James & Associates, Inc.
  Santa Rosa, CA
• 04/2024 → 10/2024
  Unemployed
  Healdsburg, CA

Previous Registrations

• 2018-01-17 → 2024-04-02
  Morgan Stanley
  Baltimore, MD
  Washington, DC
  Bethesda, MD
  Mclean, VA
  Santa Rosa, CA
  Oakland, CA
  Napa, CA
  Orinda, CA
  San Rafael, CA
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-17
• S63 Uniform Securities Agent State Law Examination
  1997-02-07

Other Names

• John H Demarest
• John Harper Demarest