JM
JM
Jaime Morales
32 Years of Experience
Windcrest, TX
2 DisclosuresBroker
Jaime Morales is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windcrest, TX, with 32 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
4910 Windsor Hi, Windcrest, TX, 78239
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 2017Regulatory
November 2014Final
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Previous Registrations
Nationwide Investment Advisors, LLC
September 2022 - January 2026 · 3 yrs 4 mos
Nationwide Investment Services CorporationBroker
July 2022 - January 2026 · 3 yrs 6 mos
Investment Professionals, INC.Broker
December 2014 - May 2017 · 2 yrs 5 mos
Investment Professionals, INC.
December 2013 - May 2017 · 3 yrs 5 mos
Allstate Financial Services, LLCBroker
September 2012 - December 2013 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
June 2008 - July 2012 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
June 2008 - July 2012 · 4 yrs 1 mo
Banc of America Investment Services, INC.
August 2004 - June 2008 · 3 yrs 10 mos
Banc of America Investment Services, INC.Broker
August 2004 - June 2008 · 3 yrs 10 mos
Chase Investment Services CORP.Broker
July 2000 - August 2004 · 4 yrs 1 mo
Chase Investment Services CORP.
July 2000 - August 2004 · 4 yrs 1 mo
USAA Investment Management CompanyBroker
May 1991 - July 2000 · 9 yrs 2 mos
Hurst-Murchison Investment Bankers, LTD.Broker
July 1989 - August 1989 · 1 mo
The G.M.S. Group, INC.Broker
January 1989 - November 1993 · 4 yrs 10 mos
Blinder, Robinson & CO., INC.Broker
September 1988 - December 1988 · 3 mos
State Registrations1 state
TX
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.