Jonathan Schneiderman
Jonathan Schneiderman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plattsburgh, NY, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
43 Durkee St, Suite 100, Plattsburgh, NY, 12901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the owner of Adirondack Wealth Management, LLC, his service company, and spends minimal time on it. He also manages Mountain Oaks Properties, LLC, a family real estate holding company, dedicating minimal time to this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Independent Financial Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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