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Jed Schlanger

Raymond James Financial Services Advisors, INC
43 Years of Experience
Portland, OR
1 DisclosureBroker
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Jed Schlanger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 43 years of industry experience. Jed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5440 Southwest Westgate D, Suite 110, Portland, OR, 97221

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jed is the President of The Commerce Company since 2013. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
The Commerce Company
March 2007 - December 2013 · 6 yrs 9 mos
Raymond James Financial Services
September 2006 - January 2009 · 2 yrs 4 mos
The Commerce Company
January 1997 - December 2006 · 9 yrs 11 mos
Robert Thomas Securities, INCBroker
June 1995 - January 1999 · 3 yrs 7 mos
Everen Securities, INC.Broker
September 1990 - June 1995 · 4 yrs 9 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
January 1990 - September 1990 · 8 mos
Shearson Lehman Hutton INC.Broker
April 1988 - February 1990 · 1 yr 10 mos
E. F. Hutton & Company INCBroker
December 1982 - April 1988 · 5 yrs 4 mos
State Registrations37 states
AKALARAZCACOCTFLGAHIIAIDILMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPATNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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