John Donovan is a fiduciary financial advisor in St. Petersburg, Florida, with 41 years in the industry. After less than a year at Jeffrey Matthews Advisory Group and three years at Charles Schwab & CO., John joined Advisorplanner in 2016, a firm offering financial planning and investment management. John holds the CFP® designation.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Services through Advisorplanner
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowAdvisorplanner, LLCCurrent firm
- Jun 2015 – Aug 2015Jeffrey Matthews Advisory Group LLCPreviously
- 2011 – 2014Charles Schwab & CO., Inc.Previously
- Sep 2003 – Oct 2004Southtrust Securities, LLCPreviously
- 2001 – 2006Donovan, John PatrickPreviously
Contact John
(727) 656-2446Advisorplanner main office St. Petersburg, FLOffice · Get directions LinkedIn pageAdvisorplannerIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About John
How do I contact John?
Call Advisorplanner at (727) 656-2446 and ask for John Donovan. John works from the St. Petersburg, FL office.
How long has John been a financial advisor?
John has been in the industry since 1985, about 41 years. Top 2% by experience in St. Petersburg.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Advisorplanner reports being paid by a percentage of the assets they manage, hourly fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.