JH
JH

Javier Himelstein

16 Years of Experience
Hallandale Beach, FL
Broker

Javier Himelstein is a registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 16 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
Loading...

Location

1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Morgan Stanley
September 2017 - October 2022 · 5 yrs 1 mo
Morgan StanleyBroker
September 2017 - October 2022 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - September 2017 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - September 2017 · 5 yrs 10 mos
Safra Securities LLCBroker
May 2009 - November 2011 · 2 yrs 6 mos
State Registrations5 states
CAFLNYTXWY
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.