Keel Point
46yrs
Top advisor by experience in Huntsville
3yrs
Based in Huntsville, Alabama, John Appleton is a fiduciary financial advisor with 3 years of industry experience. John has been with Raymond James & Associates since 2024. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 347 advisors with offices in Huntsville, and one of 316 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office601 Madison Street, Huntsville, AL 35801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
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
- 2024 – nowRaymond James & Associates, Inc.Current firm
Contact John
601 Madison StreetHuntsville, AL 35801Office · Get directions Firm main line(727) 567-1000Headquarters: Raymond James & Associates · St. Petersburg, FL Firm websitewww.alexbrown.com
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 & Associates at (727) 567-1000 and ask for John Appleton. John works from the Huntsville, AL office.
How long has John been a financial advisor?
John has been in the industry since 2024, about 3 years. 3 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 & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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