JL
JL

Jonathan Larue

17 Years of Experience
Rochester, NY
Broker

Jonathan Larue is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, with 17 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

100 Meridian Centre, Suite 315, Rochester, NY, 14618

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Advice and Planning Services
May 2014 - May 2024 · 10 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2014 - May 2024 · 10 yrs 1 mo
J.P. Morgan Securities LLCBroker
December 2012 - April 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - April 2011 · 1 mo
Banc of America Investment Services, INC.Broker
November 2005 - March 2009 · 3 yrs 4 mos
Banc of America Investment Services, INC.
November 2005 - March 2009 · 3 yrs 4 mos
AXA Advisors, LLCBroker
October 2004 - June 2005 · 8 mos
State Registrations18 states
COCTDEFLMAMDMEMINCNHNJNYOHPASCTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Larue - Financial Advisor | TrueAdvisor