John Poore II
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Madison, FL 32340
Credentials
Series 66
Industry experience
19 years
About
John Poore II is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as Vice President of Retail Investments at Madison County Community Bank. 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 combines advisory operations with non-advisory financial products.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
301 E Base St
Madison, FL 32340
Most active in
John P has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
LPL Financial
2023 - Present (3 years)
Securities America Advisors
2016 - 2023 (7 years)
Securities America Inc
2016 - 2023 (7 years)
Madison County Community Bank
2015 - Present (11 years)
Sorrento Pacific Financial, LLC
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Gary H
Series 63, Series 66
Madison, FL
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Gary Howard is a financial advisor with Edward Jones in Madison, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of America, N.A. and Merrill from 2016 to 2022, as well as Primerica Advisors and Primerica Financial Services in 2015 and 2016. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
James D
Series 66
Madison, FL
Edward Jones
James Davis is a Series 66-licensed financial advisor at Edward Jones in Madison, Florida, with seven years of industry experience. Prior to joining Edward Jones in 2018, he held positions including Clerk of Court for Madison County and roles in educational organizations. Outside of finance, he co-manages Daylight Salon and Spa, a local business he has been involved with since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.
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