John provides comprehensive wealth management and investment advisory services to retired individuals and their families. In addition to working closely with retirees, John also provides his expertise to professional athletes and local business owners as they strive to achieve their own retirement goals and risk management needs. John enjoys his continued engagement with our client’s families including their successor generations as well as developing new client relationships. John's ultimate goal for his clients is to be able to help them meet their financial needs and achieve their goals while maintaining the lifestyle they are accustomed to.
John joined the Mathis Wealth Management of Raymond James team in May of 2014. During John’s time at Raymond James, he has been recognized as a top Financial Advisor in the firms Advisory Mastery Program as he has qualified for the Achiever’s Club in 2017, 2018, & 2019. In addition, John has also been recognized by Raymond James in its quarterly The Culture publication as an “Advisor of the Future: Engaging the Next Generation of Clients” because of his success in leveraging home office teams and subject matter experts to meet evolving client needs and preferences. The Raymond James Trust Department also recognized John in its February 2020 newsletter as someone earning a stellar reputation among NFL players as a trusted advisor because of how he has structured certain clients’ accounts and earnings to better protect them for the long term. Outside of Raymond James, John was recognized by Ocala Magazine in their 2019 Top 40 under 40 publication**.
Prior to joining Raymond James, John spent 3 years as a Financial Advisor at Principal Financial Group in The Villages, FL and as an Advisor Consultant at Franklin Templeton Investments in St. Petersburg, FL from February 2008 until June 2010. At Franklin Templeton he worked closely with Mutual Fund Managers and cultivated relationships with Financial Advisors from several brokerage firms all over the country.
John received his bachelor's degree from Mount Union College, where he majored in Business Administration with a double concentration in Finance and Marketing and minored in Economics. John's extra-curricular activities included being a member of the Mount Union Investment Team and the Mount Union Football Team where he was a part of two Division III National Championships. Outside of the office John is an avid sports fan, especially when helping with local high school football. John helps oversee the operations of Ocala 4 Football, a non-profit organization that helps local athletes get exposure for potential college scholarships through mentoring and offseason showcase events. Most importantly, John is devoted to his family where he spends most of his free time with his wife Jennifer and children Carter, Caroline, & Carson.
John holds the Series 6, 7, 63, 65, and Life/Health/Annuity licenses. In addition to these licenses, John holds the Accredited Asset Management Specialists Designation.
Raymond James is not affiliated with and does not endorse the opinions or services of any of the above listed organizations.
*Awarded to Financial Advisor Trainees with 0 to 8 years length of service to the firm. Qualifications based on current Advisory Mastery Program production & anniversary goals. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
**This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Ocala Magazine.
Raymond James is not affiliated with the above organizations and/or charitable causes.