JL
CFP
JL
CFP

Jonathan Lentz

5 Years of Experience
Mobile, AL
Broker

Jonathan Lentz is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Mobile, AL, with 5 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

21 West 1-65 Service Road North, Mobile, AL, 36608

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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.
May 2022 - Present · 4 yrs
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Pruco Securities, LLC.Broker
November 2016 - April 2018 · 1 yr 5 mos
State Registrations20 states
ALAZCACOCTFLGAIDKYLAMNMOMSNCOHSCTNTXVAWA
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.