FJ
FJ

Frederic Jamet

31 Years of Experience
Newport Beach, CA
Broker

Frederic Jamet is a registered investment advisor at Raymond James & Associates, INC., based in Newport Beach, CA, 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

620 Newport Ctr Dr, Suite 900, Newport Beach, CA, 92660

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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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Other Business Activities

Frederic is a passive investor in a personal/private investment in Dana Point, CA, since 2006. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.Broker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
RBC Dain Rauscher INC.Broker
March 2002 - March 2006 · 4 yrs
Sutro & CO. IncorporatedBroker
November 1996 - March 2002 · 5 yrs 4 mos
Everen Securities, INC.Broker
September 1994 - November 1996 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
July 1994 - September 1994 · 2 mos
State Registrations1 state
CA
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.