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John Ginn III

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Palatka, FL 32177

Credentials

Series 65

Industry experience

42 years

About

John Ginn III is a financial advisor with Eagle Strategies (NY Life) based in Palatka, Florida. He holds a Series 65 designation and has 42 years of industry experience. He has been the owner and director of Ginn Financial Group, Inc. since 2003 and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the 1970s and 1980s, respectively. Outside of his advisory work, he serves as an officer for the Friends of the Summerhaven River, a local environmental organization. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

421 St. Johns' Avenue, Suite 3

Palatka, FL 32177

Most active in

Florida

Work history

Ginn Financial Group, Inc.

2003 - Present (23 years)

Nylife Securities Inc.

1982 - Present (44 years)

New York LIfe Insurance Co.

1974 - Present (52 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon L

Series 63, Series 65

Palatka, FL

Eagle Strategies (NY Life)

Jon Livingston is a financial advisor with Eagle Strategies (NY Life) in Palatka, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Nylife Securities Inc. since 1991 and New York Life Insurance Company since 1990. Outside of his advisory role, he is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Maggie P

Series 66

Pomona Park, FL

Ameritas Advisory Services, LLC

Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at E*TRADE Capital Management LLC, LPL Financial, Capital City Bank, SigFig Wealth Management LLC, and The Vanguard Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Ryan A

Series 63, Series 66

Palatka, FL

Edward Jones

Ryan Adams is a financial advisor with Edward Jones in Palatka, Florida, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Adams also serves as a Petty Officer 2nd Class in the United States Navy Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Damien R

Series 66

Palatka, FL

Edward Jones

Damien Rend is a financial advisor with Edward Jones in Palatka, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Citadel Tax Advisors from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John H

Series 63, Series 65

Palatka, FL

Ameriprise

John Higginbotham is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Miranda K

Series 66

Palatka, FL

LPL Financial

Miranda Kimball is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and VyStar Credit Union since 2014. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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