WJ
WJ
Walter Jones
35 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
Walter Jones is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 35 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
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 1990Judgment / Lien
October 1986Other Business Activities
Walter serves on a committee for St. Gregorys Episcopal Church that provides oversight to the Endowment Fund. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2004 - Present · 21 yrs 5 mos
Raymond James & Associates, INC.Broker
September 2001 - Present · 24 yrs 8 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
December 2000 - August 2001 · 8 mos
Princor Financial Services CorporationBroker
December 1999 - August 2001 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 1998 - February 1999 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
April 1998 - February 1999 · 10 mos
John Hancock Distributors, INC.Broker
January 1996 - December 1997 · 1 yr 11 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1996 - May 1997 · 1 yr 4 mos
G. A. Repple & CompanyBroker
February 1990 - October 1995 · 5 yrs 8 mos
Life Securities CorporationBroker
July 1987 - March 1988 · 8 mos
J. W. Gant & Associates, INC.Broker
January 1987 - April 1987 · 3 mos
Michelin and Company, INC.Broker
September 1986 - January 1987 · 4 mos
State Registrations22 states
ARAZCACOCTDEFLGAHIMDMIMONCNJNYOHPASCTXUTVAWI
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.