John K. Bahr

John K. Bahr

Bahr Advisory Services of Raymond James & Associates, Inc.

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: $100,000

Title: First Vice President, Investments

Offering advice since: 1993

Areas of expertise:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about John K. Bahr:

John chose Raymond James & Associates because both place a priority on personal attention and client service. He has been serving clients for over 16 years with a distinctive combination of education, training, expertise and personalized service.

John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business. He earned two distinguished designations, Certified Investment Management Consultant and Wealth Management Specialist(TM) (WMS).

John serves the needs of a diverse group of clients, including people over the age of 50, young professional families, affluent high-net-worth individuals, and successful small business owners, among others. His clientele is primarily in the Carolinas and Virginia, but his practice is national in scope. He is active in the community and is the President of Triangle Business Professionals and an ambassador at the Durham Chamber of Commerce.

He has been teaching martial arts for over 20 years. John, his wife, Elaine, and children, Molly and Mack, live in Durham, North Carolina.

Compensation and Fee Structures:

Primarily fee based

Licenses, Certifications & Affiliations:

NASD Series 7,63,65,8,31
LH/LTC insurance licensed
Certified Investment Management Consultant and Wealth Management Specialist(TM) (WMS).

Education:

BA English University of Delaware 1988

Will provide references upon request?

Yes


Further information about Bahr Advisory Services of Raymond James & Associates, Inc.:

Bahr Advisory Services of Raymond James & Associates, Inc.

(Size of firm: Over 100 advisors)

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF). Through three broker/dealers, more than 5,000 financial advisors serve approximately 1.9 million accounts in approximately 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $170 billion, of which approximately $28 billion are managed by the firm's asset management subsidiaries.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.


Contact Information for John K. Bahr

Phone: 919-918-4880
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Fax: 866-522-9693

Address for John K. Bahr:
1380 Environ Way
East 54
Chapel Hill, NC, 27517

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