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Jerome Renaudin

Raymond James & Associates, INC.
47 Years of Experience
Mandeville, LA
3 DisclosuresBroker
View SEC Summary
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Jerome Renaudin is a registered investment advisor at Raymond James & Associates, INC., based in Mandeville, LA, with 47 years of industry experience. Jerome is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1540 W Causeway Approach, Mandeville, LA, 70471

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Customer Dispute
July 2009
Settled
Customer Dispute
February 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jerome is a Director, Finance/Investment Committee Member, and Officer (Vice President) at Triple J Tree Farm since 1990, managing the lease payment of the family's property. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2000 - February 2013 · 12 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2000 - February 2013 · 12 yrs 4 mos
Salomon Smith Barney INC.Broker
May 1989 - October 2000 · 11 yrs 5 mos
Drexel Burnham Lambert IncorporatedBroker
April 1987 - May 1989 · 2 yrs 1 mo
Schwab Investments, INC.Broker
March 1987 - April 1987 · 1 mo
Schwab Investments, INC.Broker
June 1985 - July 1986 · 1 yr 1 mo
Graham Securities CorporationBroker
February 1983 - September 1985 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 1982 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
June 1978 - September 1978 · 3 mos
State Registrations20 states
ALARAZCACOFLGAIDLAMDMOMSNCNJNYOKSCTNTXUT
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.
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