Jonathan Murdock
Jonathan Murdock is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 11 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
Firm Size
IM Fee
Assets Under Management
Location
1330 Lake Robbins Drive, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Jonathan is an employee of Woodforest Wealth Strategies, affiliated with Woodforest Financial Services, Inc. and Woodforest National Bank, dedicating minimal time to these roles. He also works for Woodforest Wealth, using the DBA.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.