Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
6yrs
Based in Raleigh, North Carolina, John Eason is a fiduciary financial advisor with 6 years of industry experience. John has been with Janney Montgomery Scott since 2026; before that, John spent a year at Strategic Advisers and three years at Fidelity Personal and Workplace Advisors. John holds the CFP® designation.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowJanney Montgomery Scott LLCCurrent firm
- Mar 2025 – Jan 2026Strategic Advisers LLCPreviously
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
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 John’s local office at (919) 791-3835 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for John Eason.
How long has John been a financial advisor?
John has been in the industry since 2020, about 6 years. 6 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?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, 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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