JP
JP

Jonathan Pope

30 Years of Experience
Duncanville, TX
Broker

Jonathan Pope is a registered investment advisor at Raymond James & Associates, INC., based in Duncanville, TX, 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 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

222 E Wheatland, Suite 100, Duncanville, TX, 75116

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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

Jonathan owns rental real estate and is a partner in D&B Pope LTD Partnership, dedicating minimal time to each. He also set up Open Sight Investments LLC to purchase hunting property with a friend for personal use, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2008 - Present · 18 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Edward Jones
January 2007 - January 2008 · 1 yr
Edward JonesBroker
November 1995 - January 2008 · 12 yrs 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.