Jonathan Wax
Jonathan Wax is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 29 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
3010 W Azeele St, Ste 120, Tampa, FL, 33609-3576
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved with several non-profit organizations: Champions for Children, Conn Memorial Foundation Inc (where he serves as Treasurer and Board Member), and Copperhead Charities (Valspar Championship). He also serves as a named executor and successor trustee for his aunt and uncle's estate, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Waller & Wax Advisors, INC.
Raymond James Financial Services
Raymond James & Associates, INC.Broker
State Registrations26 states
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