Jonathan Meaney
Jonathan Meaney is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 23 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
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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 involved with several outside business activities. These include a branch office where financial advising is supervised, his S-Corp business entity, and volunteer work for the Financial Planning Association and Communities Foundation of Texas, all requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Carter Advisory Services, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Southwest Securities, INC.
Southwest Securities, INC.Broker
State Registrations21 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.