JE
JE
Jon Emerson
26 Years of Experience
New Orleans, LA
2 DisclosuresBroker
Jon Emerson is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, 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 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
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2010Settled
Customer Dispute
January 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
November 2004 - February 2013 · 8 yrs 3 mos
Morgan Keegan & Company, INC.Broker
May 2000 - February 2013 · 12 yrs 9 mos
AXA Advisors, LLCBroker
October 1999 - May 2000 · 7 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1999 - January 2000 · 3 mos
State Registrations25 states
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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.