JC
JC

Jonathan Coulter

5 Years of Experience
Tigard, OR
Broker

Jonathan Coulter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6855 SW Baylor St, Tigard, OR, 97223

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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 Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
State Registrations3 states
CAORWA
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.
Jonathan Coulter - Financial Advisor | TrueAdvisor