Jonathan Schiff
Jonathan Schiff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irvine, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9271 Research Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling various insurance products, dedicating a few hours per week to this activity. He also owns Ocelot Spectrum Financial LLC, a support company for his RJFS practice, and Ocelot Spectrum Research LLC, which owns and leases an office condo to his RJFS practice, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Financial West GroupBroker
MML Investors Services, INC.Broker
State Registrations22 states
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.