Jonathan Kagan
Jonathan Kagan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Navarre, FL, with 25 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
7552 Navarre Parkway, Suite 35, Navarre, FL, 32566
Get directionsHistory
Regulatory History
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
Jonathan is the president of Soundside Financial Services, Inc. and Soundside Wealth Advisors, both support companies. He also serves as a board member for the YMCA of NW Florida, dedicating minimal time to this volunteer position.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations29 states
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.