JM
JM
Jeremy Mandler
18 Years of Experience
Lindstrom, MN
2 DisclosuresBroker
Jeremy Mandler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lindstrom, MN, with 18 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
30626 Lincoln Road, Lindstrom, MN, 55045
Get directionsHistory
Regulatory History (2)
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Financial
July 2021Final
Customer Dispute
May 2007Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 7 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2016 - March 2017 · 1 yr
Wells Fargo Clearing Services, LLC
March 2016 - March 2017 · 1 yr
U.S. Bancorp Investments, INC.
December 2013 - March 2016 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - March 2016 · 14 yrs 3 mos
Firstar Investment Services,inc.Broker
August 1998 - December 2001 · 3 yrs 4 mos
State Registrations6 states
AZKSMNOKSDWI
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.