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John C
CFP®, Series 63, Series 66
Irvine, CA
Raymond James Financial
John Carlson is a CFP® professional with 25 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. and Redwood Investments since 2009, following a two-year tenure at Wells Fargo Advisors. Carlson is also the owner of J. E. Carlson Financial Group, Inc., a support company, and serves as an insurance agent assisting clients with non-variable life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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