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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jad? Claim Your ProfileJad Khoury is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, FL. Jad Khoury has been in the industry since 1994 and has a wide range of experience providing financial advice and portfolio management services to individuals, businesses, and institutions. Jad Khoury is registered with FINRA and holds the Series 4, 7, 9, 10, 24, 63, and 65 licenses. Jad Khoury is also a Registered Investment Advisor (RIA) in Florida and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/05/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/21/2006 - 12/31/2010
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
11/15/1993 - 08/30/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 10/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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