HJ
CFP
HJ
CFP
Harold Jandreski
35 Years of Experience
Traverse City, MI
1 DisclosureBroker
Harold Jandreski is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Traverse City, MI, 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
13818 S West Bay Shore Drive, Traverse City, MI, 49684
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Denied
Other Business Activities
Harold serves as an executor/personal representative for a parent's investment-related matters in Traverse City, MI. This activity requires a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
May 2010 - September 2025 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2025 · 17 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
October 1994 - January 2008 · 13 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1993 - October 1994 · 1 yr 8 mos
Lehman Brothers INC.Broker
December 1990 - February 1993 · 2 yrs 2 mos
State Registrations12 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.