JS
JS

Jonathon Sisson

26 Years of Experience
Watkinsville, GA
Broker

Jonathon Sisson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 26 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

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1360 Caduceus Way, Bldg 800, Suite 101, Watkinsville, GA, 30677

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathon is a partner in Sisson's Coin Laundry since 1989 and Twin Partners, LLC, a rental real estate business since 2018. He also owns Smart Beta, LLC and is an associate/employee of TSD Advisors LLC DBA: The Avenue Wealth Management Group, working as a senior financial advisor; each of these activities takes a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 11 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
November 2004 - June 2015 · 10 yrs 7 mos
Wells Fargo Advisors, LLCBroker
March 2003 - June 2015 · 12 yrs 3 mos
Edward JonesBroker
October 1999 - March 2003 · 3 yrs 5 mos
State Registrations13 states
ALFLGAINMEMSNCNHNYOHPASCVA
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.