TrueAdvisor
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JK
CFP
JK
CFP

Jonathan Knott

Raymond James Financial Services Advisors, INC
17 Years of Experience
Nokomis, FL
May Earn Commission
View SEC Summary
View SEC Summary

Jonathan Knott is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nokomis, FL, with 17 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

2440 Tamiami Trail, Nokomis, FL, 34275

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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

Jonathan owns Venice Wealth Advisors, a non-investment related support company, and spends minimal time on it. He also owns Four Pillars Financial Planning Group as a support company, acting as CFO and Branch Manager, dedicating minimal time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2013 - Present · 13 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2013 - October 2023 · 10 yrs
Wells Fargo Advisors, LLC
May 2010 - October 2013 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
May 2010 - October 2013 · 3 yrs 5 mos
Wachovia Securities, LLC
November 2008 - April 2009 · 5 mos
Wachovia Securities, LLCBroker
October 2008 - April 2009 · 6 mos
Wachovia Securities, LLC
January 2008 - September 2008 · 8 mos
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.
February 2007 - February 2007 · 0 mos
A. G. Edwards & Sons, INC.Broker
January 2007 - February 2007 · 1 mo
State Registrations2 states
FLTX
Advisor

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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