JR
JR

Jonathan Randolph

3 Years of Experience
Oxford, MS
Broker

Jonathan Randolph is a registered investment advisor at Raymond James & Associates, INC., based in Oxford, MS, with 3 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
Loading...

Location

400 S Lamar Blvd, Suite A, Oxford, MS, 38655

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathan is involved with the Next Golf Tour, an online golf league played on trackman golf simulators, dedicating a few hours per week. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
State Registrations30 states
AKALARAZCACODCFLGAIAINKSKYLAMAMOMSNCNMNYOKPARISCSDTNTXUTVAWI
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.