RJ
RJ

Riley Juenger

5 Years of Experience
Somers, NY
Broker

Riley Juenger is a registered investment advisor at Raymond James & Associates, INC., based in Somers, NY, 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

341 Route 202, Suite 1A, Somers, NY, 10589

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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.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2021 - October 2021 · 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2021 - October 2021 · 4 mos
Cornerstone Wealth Management, LLC
July 2020 - December 2020 · 5 mos
LPL Financial LLCBroker
January 2020 - December 2020 · 11 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAILINMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWA
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.