JM
JM

Jon Metzger

29 Years of Experience
Colorado Springs, CO
Broker

Jon Metzger is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, 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 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

102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903

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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.Broker
November 2012 - Present · 13 yrs 6 mos
Raymond James & Associates, INC.
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Sanders Morris Harris INC.
September 2009 - November 2012 · 3 yrs 2 mos
Sanders Morris Harris INC.Broker
September 2009 - November 2012 · 3 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1996 - June 2009 · 13 yrs 1 mo
State Registrations24 states
AKAZCACODCFLGAILLAMAMONCNENMNVNYOHORPARISCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.