ChooseAFinancialAdvisor.com
Advisors / Florida / St. Petersburg
41yrs

John Donovan

Financial advisor at Advisorplanner

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.

St. Petersburg, FLCFP®Top 2% by experience in St. PetersburgFiduciary advisor
Call the officeDirections

At a glance

Experience41 years (since 1985)
How that compares ?Top 2% by experience in St. Petersburg
OfficeSt. Petersburg, FL
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$669,742
States licensed ?1 state

Services through Advisorplanner

Financial planningInvestment management for individuals and small businessesOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. Jun 2015 – Aug 2015
    Jeffrey Matthews Advisory Group LLCPreviously
  3. 2011 – 2014
    Charles Schwab & CO., Inc.Previously
  4. Sep 2003 – Oct 2004
    Southtrust Securities, LLCPreviously
  5. 2001 – 2006
    Donovan, John PatrickPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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