JH
JH
Jonathan Haynes
28 Years of Experience
Winston Salem, NC
1 DisclosureBroker
Jonathan Haynes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winston Salem, NC, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
514 South Stratford Road, Suite 306-B, Winston Salem, NC, 27106
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2007Closed-No Action
Other Business Activities
Jonathan is an owner of Haynes Financial Group, a support company, since 2004. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Raymond James Financial Services
October 2004 - January 2009 · 4 yrs 3 mos
UBS Financial Services INC.
December 2001 - October 2004 · 2 yrs 10 mos
UBS Financial Services INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
Wachovia Securities, INC.Broker
May 1997 - August 2000 · 3 yrs 3 mos
State Registrations14 states
AZCAFLGAKYLAMAMENCNJPASCTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.