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Jose Cevada

9 Years of Experience
Tucson, AZ
Broker

Jose Cevada is a registered investment advisor at Raymond James & Associates, INC., based in Tucson, AZ, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5285 East Williams Circle, Suite 5500, Tucson, AZ, 85711

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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 & Associates, INC.
October 2024 - Present · 1 yr 7 mos
Raymond James & Associates, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2017 - May 2019 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
January 2016 - January 2017 · 1 yr
State Registrations3 states
AZDEVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jose Cevada - Financial Advisor | TrueAdvisor