Jonathan Pawlika
Jonathan Pawlika is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sherrill, NY, 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
102 E. Seneca Street, Suite 212, Sherrill, NY, 13461
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Regulatory History
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 ActivitiesSells Insurance
Jonathan is an associate/employee of Planned Results, Inc. as a financial advisor. He also works as a non-variable insurance agent for Planned Results, Inc., dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
State Registrations17 states
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