EJ
EJ

Erin Jones

17 Years of Experience
Portland, OR
Broker

Erin Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5440 Southwest Westgate D, Suite 110, Portland, OR, 97221

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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

Erin works part-time as an independent contractor pet sitting through Rover.com, dedicating a few hours per week. She also works as an associate/employee for The Commerce Company, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
June 2008 - Present · 17 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
October 2008 - January 2009 · 3 mos
State Registrations4 states
CAORWAWI
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.