JC
JC

Jonathan Cheatham

12 Years of Experience
Brookshire, TX
Broker

Jonathan Cheatham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brookshire, TX, with 12 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

Brookshire, TX

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.Broker
October 2016 - December 2023 · 7 yrs 2 mos
J.P. Morgan Securities LLCBroker
August 2016 - September 2016 · 1 mo
Raymond James Financial Services, INC.Broker
December 2012 - June 2016 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.