Jonathan Palmer
Jonathan Palmer is a registered investment advisor at Raymond James & Associates, INC., based in Seattle, WA, with 15 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2288 West Commodore Way, Suite 200, Seattle, WA, 98199
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns rental real estate property since 2020, dedicating minimal time to it. He is also a partner in Salmon Bay Capital Advisors LLC, formed to open a business checking account, and spends minimal time on this activity as well.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations16 states
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