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Jeremy Silvas

28 Years of Experience
Frisco, TX
Broker

Jeremy Silvas is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, 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 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

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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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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Other Business Activities

Jeremy is involved in a household employer arrangement for his disabled son, dedicating minimal time to it. He also has an investment-related activity in Frisco, Texas, dedicating minimal time to it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - November 2019 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - November 2019 · 7 yrs 9 mos
UBS Financial Services INC.Broker
January 2007 - February 2012 · 5 yrs 1 mo
UBS Financial Services INC.
January 2007 - February 2012 · 5 yrs 1 mo
Citigroup Global Markets INC.
January 2003 - January 2007 · 4 yrs
Citigroup Global Markets INC.Broker
January 2003 - January 2007 · 4 yrs
Strategic Advisers INC.
September 2000 - January 2003 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
January 1998 - January 2003 · 5 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeremy Silvas - Financial Advisor | TrueAdvisor