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Jed Schlanger
43 Years of Experience
Portland, OR
1 DisclosureBroker
Jed Schlanger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
5440 Southwest Westgate D, Suite 110, Portland, OR, 97221
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2005Denied
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 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 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
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Exams
No exam information available for this advisor.