Merrill
47yrs
Top 1% by experience in Naples
12yrs
John Farrell
Full name on record: John Patrick Farrell
Financial advisor at Raymond James Financial Services Advisors
John Farrell is a fiduciary financial advisor in Naples, Florida, with 12 years in the industry. After seven years at Merrill, John joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeNaples, FL
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2014 – 2022MerrillPreviously
Questions to ask John
Tailored to John’s registration and firm.
- 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 Raymond James Financial Services Advisors at (727) 567-3020 and ask for John Farrell. John works from the Naples, FL office.
How long has John been a financial advisor?
John has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does John hold?
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?
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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