Stevan Jones
Stevan Jones is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, 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
10752 Deerwood Park Blvd., Suite 100, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2012Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
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