JK
JK

Jad Khoury

31 Years of Experience
St. Petersburg, FL
Broker

Jad Khoury is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 31 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
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jad is a half owner in a single-family home/rental real estate since 2009, dedicating minimal time. Jad is also named as an Authorized Representative of Jaz Investment Group, LLC, a real estate investment company, since 2022, also dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2011 - Present · 15 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2006 - December 2010 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
March 2006 - December 2010 · 4 yrs 9 mos
Raymond James & Associates, INC.
November 1993 - August 2005 · 11 yrs 9 mos
Raymond James & Associates, INC.Broker
November 1993 - August 2005 · 11 yrs 9 mos
State Registrations29 states
ALARAZCACOCTFLGAIDILINKSMAMIMONCNENJNMNVNYOHORTNTXUTVAVTWI
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.