JD
JD

Jarrod Dawson

8 Years of Experience
Pensacola, FL
Broker

Jarrod Dawson is a registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, with 8 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

19 West Garden Street, Suite 210, Pensacola, FL, 32502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jarrod is an advisory board member for Big Brothers Big Sisters of Northwest Florida, a non-profit mentoring organization, since 2017. He spends a few hours per week on fundraising and volunteering at events.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - April 2022 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - April 2022 · 4 yrs 10 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.