Jon Trombetto
Jon Trombetto is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 47 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
5495 Bryson Drive, Suite 421, Naples, FL, 34109
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2011Customer Dispute
November 2008Customer Dispute
September 1998Other Business Activities
Jon owns Eye Captured Photography, LLC, an online photography business, dedicating minimal time. He is also an independent contractor and owner of Sunshine Wealth Mgmt LLC, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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.