Jonathan Plail is a CFP-designated registered investment advisor, based in Buffalo, NY, with 14 years of industry experience.
Location
434 Delaware Ave, Suite 1, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved in several rental real estate ventures and is an officer (CEO and/or President) of Noble Wealth Partners, INC. and Plail Wealth Management. He spends about 10-20% of his time on each of the support companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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