SP
SP
Sharon Porter
19 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Sharon Porter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 19 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
Jacksonville, FL
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Regulatory History (1)
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Criminal
October 2000Final Disposition
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.
December 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
November 2022 - March 2026 · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
November 2022 - March 2026 · 3 yrs 4 mos
Morgan Stanley
May 2018 - September 2022 · 4 yrs 4 mos
Morgan StanleyBroker
May 2018 - September 2022 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - February 2018 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - February 2018 · 3 yrs 6 mos
Ing Financial Advisers, LLCBroker
March 2013 - July 2014 · 1 yr 4 mos
Bbva Compass Investment Solutions, INCBroker
November 2010 - July 2011 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - July 2010 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - July 2010 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2004 - August 2004 · 6 mos
UBS Financial Services INC.Broker
February 2003 - February 2004 · 1 yr
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMDMEMIMNMOMSMTNDNHNJNMNYOHOKPRRISCSDTNTXVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.