John Larsen

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

• 10/2013 → 05/2021
  Raymond James & Associates, Inc.
  Scottsdale, AZ
• 05/2021 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Scottsdale, AZ
• 05/2021 → 01/2024
  Crux Wealth Advisors
  Scottsdale, AZ

Previous Registrations

• 2014-06-10 → 2021-05-24
  Raymond James & Associates, Inc.
  Scottsdale, AZ

Other Businesses

(1)Name of Business: DK Development, LLC Address: 6064 E Jenan Dr, Scottsdale , AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. - Management of an Office Condo inside of this LLC (2)Name of Business: Fortitude Wealth Partners Address: 36600 N Pima Road , Suite 104 , Cavefree, AZ, 85337, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am one of 3 partners - who will own the Business (3)Name of Business: G Larsen Development, LLC Address: 6064 E Jenan Dr, Scottsdale, AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Real Estate and Tenant (4)Name of Business: JJ Larsen Development, LLC Address: 6064 E Jenan Dr, Scottsdale, AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental home management (5)Name of Business: JJ Larsen Enterprises, LLC Address: 9590 E Ironwood Square Dr Ste 235, Scottsdale, AZ, 85254, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Larsen Wealth Management (6)Name of Business: Larsen Development LLC Address: 6064 E Jenan Dr, Scottsdale, AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/08/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner - Managing this property (7)Name of Business: Larsen Office, LLC Address: 9590 E Ironwood Square Dr Ste 235, Scottsdale, AZ, 85258-4607, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Office where I conduct my business as \n\nLarsen Wealth Management (8)Name of Business: Larsen Rental Management, LLC Address: 6064 E Jenan Dr, Scottsdale, AZ, 85254, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I oversee various Rental Properties \n- leasing and maintenance (9)Name of Business: Larsen Wealth Management Address: 9590 E Ironwood Square Dr, Ste 235, Scottsdale, AZ, 85258, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Management of my Investment Business (10)Name of Business: T Larsen Development, LLC Address: 6064 E Jenan Dr, Scottsdale, AZ, 85255, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/28/2021 Hours per month devoted to this bus

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-21

Designations

• Certified Financial Planner