Shaun Jones
Shaun Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merrit Island, FL, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2395 North Courtenay Pkwy, Suite 21, Merrit Island, FL, 32953
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Criminal
September 2004Other Business Activities
Shaun works as an associate/employee at Crossleyshear Wealth Management, providing full-service financial recommendations. This takes about half of Shaun's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations10 states
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