J Heaton
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. 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other 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.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.Broker
State Registrations43 states
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