Jonathan Hall is a registered investment advisor, based in New Smyrna Beach, FL, with 30 years of industry experience.
Location
301 Magnolia Street, New Smyrna Beach, FL, 32168
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Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014Denied
Customer Dispute
October 2011Settled
Customer Dispute
April 2011Settled
Customer Dispute
May 2010Award / Judgment
Customer Dispute
December 2009Settled
Customer Dispute
November 2009Settled
Customer Dispute
March 2008Closed-No Action
Customer Dispute
June 2007Withdrawn
Customer Dispute
July 2006Closed-No Action
Other Business Activities
Jonathan owns rental real estate property since 2021, spending minimal time on it. He employs a real estate management company for day-to-day operations.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Raymond James Financial Services Advisors, INC
July 2025 - Present · 10 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - July 2025 · 12 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - July 2025 · 12 yrs 5 mos
Morgan Keegan & Company, INC.
April 2001 - February 2013 · 11 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2001 - February 2013 · 11 yrs 10 mos
Regions Investment Company, INC.Broker
December 1998 - April 2001 · 2 yrs 4 mos
Wm Financial Services, INC.Broker
June 1998 - December 1998 · 6 mos
International Assets Advisory CorporationBroker
February 1996 - June 1998 · 2 yrs 4 mos
State Registrations27 states
ALCACOCTFLGAIAILKYMAMDMIMTNCNHNJNYORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.