Supreme Alliance
47yrs
Top advisor by experience in Charlotte
31yrs
John Ager
Full name on record: John Patrick Ager
Financial advisor at Raymond James Financial Services Advisors
John Ager is a fiduciary financial advisor in Charlotte, North Carolina, with 31 years in the industry. John joined Raymond James Financial Services Advisors in 2013, after 13 years at First Citizens Investor Services. John holds the CFP® designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 8% by experience in Charlotte
Office5960 Fairview Road Suite 100, Charlotte, NC 28210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- 2013 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2000 – 2013First Citizens Investor Services, Inc.Previously
Contact John
Local office(980) 237-1977Ask for John. (727) 567-3020Main office · Saint Petersburg, FL 5960 Fairview Road Suite 100Charlotte, NC 28210Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (980) 237-1977 or the Raymond James Financial Services Advisors main office at (727) 567-3020, and ask for John Ager.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 8% by experience in Charlotte.
What licenses does John hold?
Series 63, Series 65. 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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