JM
JM

Jonathan Mueller

41 Years of Experience
St Louis, MO
Broker

Jonathan Mueller is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 41 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
Loading...

Location

9900 Clayton Road, St Louis, MO, 63124

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 3 mos
Raymond James & Associates, INC.
June 2011 - Present · 14 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - June 2011 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
May 1987 - January 2008 · 20 yrs 8 mos
R. Rowland & CO., IncorporatedBroker
February 1985 - May 1987 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
May 1984 - February 1985 · 9 mos
State Registrations20 states
ALARAZCAFLILKSMIMONCNJNVNYPASCTXVAWAWIWY
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.
Jonathan Mueller - Financial Advisor | TrueAdvisor