JJ
JJ

Jeremy Jones

9 Years of Experience
St. Petersburg, FL
Broker

Jeremy Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 9 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
May 2018 - March 2020 · 1 yr 10 mos
Morgan StanleyBroker
May 2018 - March 2020 · 1 yr 10 mos
VALIC Financial Advisors, INC.
March 2017 - July 2017 · 4 mos
VALIC Financial Advisors, INC.Broker
February 2014 - July 2017 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeremy Jones - Financial Advisor | TrueAdvisor