Jonathan Pablo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tamuning, with 4 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

645 South Marine Corps Dr, Tamuning, 96913

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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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Other Business Activities

Jonathan works as an associate/employee for First Hawaiian Advisors and First Hawaiian Bank since 2021, providing support to a senior advisor, meeting with prospects, and maintaining client relationships. These activities each take about half of Jonathan's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2021 - Present · 4 yrs 10 mos
State Registrations4 states
AZCAHINV
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 Pablo - Financial Advisor | TrueAdvisor