Padma Jambunath
Padma Jambunath is a registered investment advisor at Raymond James & Associates, INC., based in Beachwood, OH, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Beachwood, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Padma is the treasurer of Beachwood School Foundation, overseeing scholarships. She is also a board member and finance/investment committee member for Cleveland Moms 4 Moms, planning their annual Mother's Day event; both activities take minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations9 states
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