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Jon Remund

31 Years of Experience
St. Petersburg, FL
Broker

Jon Remund 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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs
Raymond James Financial Services, INC.
May 2018 - Present · 8 yrs
Previous Registrations
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
October 2008 - March 2018 · 9 yrs 5 mos
Invest Financial CorporationBroker
September 2006 - December 2007 · 1 yr 3 mos
Park Avenue Securities LLCBroker
May 1999 - September 2006 · 7 yrs 4 mos
Guardian Investor Services CorporationBroker
November 1998 - May 1999 · 6 mos
Waterhouse Securities, INC.Broker
September 1993 - August 1998 · 4 yrs 11 mos
Prime Charter LTD.Broker
April 1993 - September 1993 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jon Remund - Financial Advisor | TrueAdvisor