JN
JN

Jared Neal

23 Years of Experience
Destin, FL
Broker

Jared Neal is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

34851 Emerald Coast Parkway, Suite 200, Destin, FL, 32541

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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.

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Other Business Activities

Jared is a trustee for the Destin Fire Department Retirement Board since 2018, providing fiduciary services to ensure appropriate investment decisions for the retirement plan. This activity requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2018 - Present · 8 yrs
Raymond James & Associates, INC.
July 2018 - Present · 8 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2014 - July 2018 · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
April 2014 - July 2018 · 4 yrs 3 mos
Raymond James & Associates, INC.
July 2010 - April 2014 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2010 - April 2014 · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
March 2009 - July 2010 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2008 - July 2010 · 2 yrs 6 mos
Raymond James & Associates, INC.
January 2007 - December 2008 · 1 yr 11 mos
Raymond James & Associates, INC.Broker
January 2007 - December 2008 · 1 yr 11 mos
Brady Ware Investment Counsel
January 2006 - April 2007 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
September 2005 - September 2006 · 1 yr
T. Rowe Price Advisory Services, INC.
April 2003 - January 2005 · 1 yr 9 mos
T. Rowe Price Investment Services, INC.Broker
October 2002 - January 2005 · 2 yrs 3 mos
Pruco Securities CorporationBroker
April 2002 - September 2002 · 5 mos
State Registrations11 states
ALAZCOFLGALAMSNCOHTXWI
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.