JP
JP

Jerry Padilla

19 Years of Experience
Scottsdale, AZ
Broker

Jerry Padilla is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 19 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

7719 East Casitas del Rio Dr., Scottsdale, AZ, 85255

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2018 - August 2019 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2018 - August 2019 · 10 mos
Charles Schwab & CO., INC.
May 2018 - October 2018 · 5 mos
Charles Schwab & CO., INC.Broker
May 2018 - October 2018 · 5 mos
Charles Schwab & CO., INC.Broker
November 2017 - March 2018 · 4 mos
Charles Schwab & CO., INC.
November 2017 - March 2018 · 4 mos
UBS Financial Services INC.
April 2016 - June 2016 · 2 mos
UBS Financial Services INC.Broker
April 2016 - June 2016 · 2 mos
UBS Financial Services INC.
August 2012 - July 2015 · 2 yrs 11 mos
UBS Financial Services INC.Broker
March 2012 - July 2015 · 3 yrs 4 mos
Morgan Stanley Smith BarneyBroker
November 2010 - March 2012 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
March 2010 - July 2010 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - August 2008 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
December 2006 - April 2007 · 4 mos
Aig Sunamerica Capital Services, INC.Broker
April 2000 - June 2005 · 5 yrs 2 mos
Pruco Securities CorporationBroker
August 1998 - September 1998 · 1 mo
Davis Distributors, LLCBroker
January 1998 - June 1998 · 5 mos
State Registrations1 state
AZ
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.