Jennifer Sonson
Jennifer Sonson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 15 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
900 Foulk Road, Suite 201, Wilmington, DE, 19803
Get directionsHistory
Regulatory History
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 →Other Business Activities
Jennifer is a financial advisor at Butler Financial, Ltd, dedicating minimal time. She also serves on the Finance Committee as an advisory board member for Fund for Women, a non-profit, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations27 states
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
More Advisors
- Brian Dawson, ChFCRaymond James Financial Services Advisors, INC
- Michael LahodaRaymond James Financial Services Advisors, INC
- Bradley Foy, CFPRaymond James Financial Services Advisors, INC
- Matthew Muench, CFPRaymond James Financial Services Advisors, INC
- Michael Fisher, CFPDiversified, LLC
- Spencer Staples, CFPEconalpha Advisors