JT
JT

Jeremy Thomas

20 Years of Experience
St. Petersburg, FL
Broker

Jeremy Thomas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 20 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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 Financial Services Advisors, INC
September 2019 - Present · 7 yrs
Raymond James & Associates, INC.
September 2019 - Present · 7 yrs
Raymond James & Associates, INC.
September 2019 - Present · 7 yrs
Raymond James Financial Services, INC.
September 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
September 2019 - Present · 7 yrs
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2013 - August 2019 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - August 2019 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
April 2008 - April 2013 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2000 - September 2002 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.