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ChFC
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ChFC

J Heaton

Raymond James & Associates, INC.
18 Years of Experience
The Villages, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

J Heaton is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 18 years of industry experience. J is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5790 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

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

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

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

Location

Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163

Get directions

History

Regulatory History (2)
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
July 2026
Customer Dispute
June 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

J owns and operates Muck Me Farm, LLC, an agriculture/farming business raising livestock for show and sale, since 2019. This takes about 10-20% of J's time.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - January 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - January 2016 · 3 yrs 6 mos
State Farm Vp Management CORP.Broker
December 2007 - August 2009 · 1 yr 8 mos
State Farm Vp Management CORP.Broker
March 2005 - October 2007 · 2 yrs 7 mos
State Registrations43 states
ALAZCACOCTDEFLGAIAIDILINKSKYMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKPAPRRISCSDTNTXUTVAVTWAWIWVWY
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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