Jonathan Jones
Jonathan Jones is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, AL, 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
Firm Size
IM Fee
Assets Under Management
Location
704 Hale St, Oxford, AL, 36203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns Born Again Properties, LLC, a real estate brokerage, dedicating a few hours per week. He also works as an independent contractor for Wealth and Retirement Services, Inc., providing investment advisory and financial planning services, taking about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Longview Financial Advisors, INC.
State Registrations11 states
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