Jonathan Johansen
Jonathan Johansen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gilbert, AZ, 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
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns rental real estate, is a board member for Business Networking International, is an owner of Creative Wealth Management (DBA for marketing), is a successor trustee, and will help his wife with her business, Safety Stickers LLC. These activities require minimal time commitment, with the exception of Business Networking International, which takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Woodbury Financial Services, INC.Broker
State Registrations20 states
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