RBC Capital Markets
28yrs
Top 19% by experience nationwide
34yrs
John Jay John
Financial advisor at Calton & Associates
At a glance
Experience34 years (since 1993)
How that compares ?Top advisor by experience in Fallston
Office705 OLD Fallston Road Suite 105, Fallston, MD 21047
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
States licensed ?1 state
Services through Calton & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2019 – nowCalton & Associates, Inc.Current firm
- 2005 – 2019Capital Financial Services, Inc.Previously
- Jan 2004 – Sep 2005Jesup & Lamont AdvisorsPreviously
- Jan 2003 – Jan 2004Freedom Asset Management, Inc.Previously
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?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
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 Calton & Associates at 813-264-0440 and ask for John Jay John. John works from the Fallston, MD office.
How long has John been a financial advisor?
John has been in the industry since 1993, about 34 years. Top advisor by experience in Fallston.
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?
Calton & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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