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CFP

Stevan Jones

Raymond James Financial Services Advisors, INC
25 Years of Experience
Jacksonville, FL
1 DisclosureBroker
View SEC Summary
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Stevan Jones is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 25 years of industry experience. Stevan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10752 Deerwood Park Blvd., Suite 100, Jacksonville, FL, 32256

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stevan is the owner and CEO of Seaside Planning & Investments, an independent branch of RJ FID. He dedicates about half his time to this business, including time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2011 - Present · 15 yrs 5 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - March 2011 · 3 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - March 2011 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.
October 2001 - January 2008 · 6 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 2001 - January 2008 · 6 yrs 3 mos
State Registrations15 states
ALDCFLGAIDMDNCNMNVOKPASCTNTXVA
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.
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