Richard Jones
Richard Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard works as an associate/employee for both Addison Avenue Investment Services and First Tech Federal Credit Union. He dedicates about half his time to each role, providing financial advice to members and serving as a financial advisor for the Investment Services Division.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
LPL Financial CorporationBroker
State Registrations16 states
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