Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
31yrs
John Schaefer
Full name on record: John Declan Schaefer
Financial advisor at Truist Advisory Services
John Schaefer is a fiduciary financial advisor in Ponte Vedra Beach, Florida, with 31 years in the industry. John joined Truist Advisory Services in 2021, after less than a year at PNC Wealth Management and seven years at PNC Managed Account Solutions. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 11% by experience at Truist Advisory Services
Office814 N A1a Highway Suite 200, Ponte Vedra Beach, FL 32082
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?2 states
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- Oct 2021 – Dec 2021PNC Wealth Management LLCPreviously
- 2014 – 2021PNC Managed Account Solutions, Inc.Previously
- 2008 – 2014Raymond James & Associates, Inc.Previously
Contact John
Local office(904) 543-6261Ask for John. (800) 874-4770Main office · Atlanta, GA 814 N A1a Highway Suite 200Ponte Vedra Beach, FL 32082Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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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 (904) 543-6261 or the Truist Advisory Services main office at (800) 874-4770, and ask for John Schaefer.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 11% by experience at Truist Advisory Services.
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?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed 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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