Jonathan Laird
Jonathan Laird is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vineyard Haven, MA, with 30 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
31 Beach Road, Suite A204, Vineyard Haven, MA, 02568
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns Amity Properties, LLC, a commercial property management company, dedicating minimal time to it. He is also the CEO of Lightshp Capital Management, an operating entity contracted with Raymond James Financial Services, taking about half of Jonathan's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations26 states
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