John Charles Beal

Current Employers

Employment History

• 07/2021 → 01/2024
  Raymond James Investment Counsel Ltd.
  Oakville, Ontario
• 02/2002 → 06/2021
  Rbc Dominion Securities Inc.
  Oakville, Ontario
• 06/2021 → 08/2021
  Raymond James Ltd.
  Oakville, Ontario
• 01/2024 → Present
  Raymond James Ltd.
  Oakville, Ontario
• 01/2024 → Present
  Raymond James (Usa) Ltd.
  Oakville, Ontario

Previous Registrations

• 2022-08-26 → 2024-01-26
  Raymond James Investment Counsel Ltd.
  Vancouver, British Columbia
  Oakville, Ontario

Other Businesses

1) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. JOHN BEAL IS LOCATED AT 210 LAKESHORE RD EAST. UNIT 8, OAKVILLE, ONTARIO, L6J 1H8 AND HAS BEEN LICENSED WITH RJFP SINCE JUNE 30, 2021. HE IS A FULL-TIME AGENT. HE DEVOTES 20 HOURS A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING. 2) 3 KEYS WEALTH CORP. IS LOCATED AT 210 LAKESHORE RD EAST. UNIT 8, OAKVILLE, ONTARIO, L6J 1H8. THE COMPANY WAS FORMED TO OBTAIN A CORPORATE LIFE INSURANCE LICENCE FOR THE PURPOSE OF INSURANCE SALES (INSURANCE COMMISSIONS). JOHN BEAL IS THE SOLE OWNER OF THE COMPANY AND THE DESIGNATED INSURANCE AGENT FOR THE CORPORATE INSURANCE LICENCE. THE START DATE OF THE COMPANY IS MARCH 26, 2021. 3) Raymond James Ltd. ("RJL"), a registered investment dealer with CIRO, is the Canadian affiliate and parent company of Raymond James (USA) Ltd. The business is investment related. John is located at 8-210 Lakeshore Rd East, Oakville, ON, L6J 1H8 and has been employed since January 26, 2024. They are a full-time agent and their title with RJL is Portfolio Manager They devote 160 hours a month to this business during business and trading hours. Their job duties include sales and portfolio management services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-03