Jon Watson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

6309 79th Street, Lubbock, TX, 79424

Get directions

History

Regulatory History
Clean regulatory record

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

Jon is the sole owner of JM Watson, LLC, a support company for tax purposes only, dedicating minimal time. He is also a full partner with 1/3 ownership in JSW Advisory Group, LLC, a wealth advisory practice, taking about half of Jon's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
April 2017 - February 2024 · 6 yrs 10 mos
LPL Financial LLC
April 2017 - February 2024 · 6 yrs 10 mos
LPL Financial LLCBroker
October 2011 - November 2015 · 4 yrs 1 mo
LPL Financial LLC
October 2011 - November 2015 · 4 yrs 1 mo
Uvest Financial Services Group, INC.
August 2006 - October 2011 · 5 yrs 2 mos
Uvest Financial Services Group, INC.Broker
August 2006 - October 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLC
September 2003 - August 2006 · 2 yrs 11 mos
Wells Fargo Investments, LLCBroker
September 2003 - August 2006 · 2 yrs 11 mos
Citigroup Global Markets INC.
July 2001 - September 2003 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2001 - September 2003 · 2 yrs 3 mos
State Registrations11 states
ARAZFLHIIALANCNMOKTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jon Watson - Financial Advisor | TrueAdvisor