Sara Jones
Sara Jones is a registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, FL, with 25 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
Sara is a partner and owner/proprietor of Bay Capital Properties LLC and Maverick Capital Properties LLC, involved in rental real estate. She dedicates minimal time to these businesses, primarily handling paperwork such as leases and contracts.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
Anderson & Strudwick, Incorporated
Anderson & Strudwick, IncorporatedBroker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations36 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.