TJ
TJ

Thomas Jewett

39 Years of Experience
Northfield, OH
Broker

Thomas Jewett is a registered investment advisor at Raymond James & Associates, INC., based in Northfield, OH, with 39 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

Northfield, OH

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Thomas is an officer (Treasurer) and board member of the Treasure Cay Community Foundation, a non-profit managing $1.4 million. He dedicates minimal time to this role and is not involved in check writing or the investment committee.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.
March 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Duncan-Williams, INC.
August 2011 - March 2014 · 2 yrs 7 mos
Duncan-Williams, INC.Broker
August 2011 - March 2014 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
January 2008 - August 2011 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
November 2002 - January 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - January 2008 · 5 yrs 2 mos
Mcdonald Investments INC.Broker
November 1991 - November 2002 · 11 yrs
American Express Financial Advisors INC.Broker
April 1986 - November 1991 · 5 yrs 7 mos
State Registrations17 states
AZCACOFLGAILMAMNMTNCNYOHPASCTNTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Thomas Jewett - Financial Advisor | TrueAdvisor