John Pierce Murphy

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

• 01/2012 → Present
  Raymond James Financial Services, Inc.
  Andover, MA
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Andover, MA
• 05/2014 → Present
  First Tech Federal Cu
  Andover, MA
• 01/2012 → Present
  Addison Avenue Investment Services
  Andover, MA
• 06/2004 → Present
  Addison Avenue Financial Partners, Llc
  Andover, MA

Previous Registrations

• 2005-03-23 → 2012-07-16
  Addison Avenue Financial Partners, Llc
  Andover, MA
  Rocklin, CA
• 2003-06-13 → 2004-07-01
  John Hancock Investment Management Llc
  Boston, MA
• 2003-04-22 → 2004-07-01
  Manulife Investment Management (Us) Llc
  Boston, MA

Other Businesses

(1)Name of Business: AddisonAvenue Investment Services Address: 300 Brickstone Sq Ste 201, Andover, MA, 01810, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to our members

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-10
• S63 Uniform Securities Agent State Law Examination
  2001-11-16

Other Names

• John P Murphy