Jonathan Ehrlich
Jonathan Ehrlich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Smithtown, NY, with 22 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
95 Smithtown Blvd, Smithtown, NY, 11787
Get directionsHistory
Regulatory History (1)
Criminal
October 1997Other Business Activities
Jonathan is a partner at EB Group CPAs LLP, a tax preparation firm, since 2011. He dedicates about a quarter to about half of his time to this business, including during trading hours, helping clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Tower Square Securities, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
The Jeffrey Matthews Financial Group, L.L.C.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.