JH
JH

Jaryd Hartzell

3 Years of Experience
Austin, TX
Broker

Jaryd Hartzell is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, 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
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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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

Jaryd works as a lacrosse referee, starting in November 2024. He dedicates a few hours per week to this activity, and it is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Equitable Advisors, LLCBroker
March 2023 - October 2024 · 1 yr 7 mos
State Registrations7 states
CACOMTNCNMTNTX
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.
Jaryd Hartzell - Financial Advisor | TrueAdvisor