JB
JB
Jon Blair
42 Years of Experience
Frisco, TX
1 DisclosureBroker
Jon Blair is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
6303 Cowboys Way, Suite 425, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2014Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2005 - October 2021 · 16 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - October 2021 · 16 yrs 5 mos
Southwest Securities, INC.Broker
March 2003 - May 2005 · 2 yrs 2 mos
Southwest Securities, INC.
March 2003 - May 2005 · 2 yrs 2 mos
UBS Painewebber INC.Broker
February 2001 - April 2003 · 2 yrs 2 mos
UBS Painewebber INC.
February 2001 - April 2003 · 2 yrs 2 mos
Edward JonesBroker
October 1998 - February 2001 · 2 yrs 4 mos
New England SecuritiesBroker
May 1995 - October 1998 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1992 - April 1995 · 2 yrs 10 mos
New England SecuritiesBroker
May 1991 - May 1992 · 1 yr
Security First Financial, INC.Broker
January 1988 - February 1991 · 3 yrs 1 mo
Eppler, Guerin & Turner, INC.Broker
September 1985 - November 1987 · 2 yrs 2 mos
E. F. Hutton & Company INCBroker
June 1983 - October 1985 · 2 yrs 4 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWVWY
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.