Jonathan Tait
Jonathan Tait is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leland, NC, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
1018 Grandiflora Drive, Suite E, Leland, NC, 28451
Get directionsHistory
Regulatory History (1)
Criminal
July 2000Other Business Activities
Jonathan owns J. Murray & Associates, Inc. (a tax reporting S-corp) and Little Rosa Properties LLC (real estate). He is also a partner in Southern Tait Holding, LLC (rental real estate) and a senior wealth advisor at Signature Wealth Group, dedicating about a quarter to half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations34 states
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