Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Emmett Shuler is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jon has been in the financial services industry since February 13, 1973. Jon is registered with the state of South Carolina and Louisiana as an Investment Adviser Representative. Jon is also registered with the state of California, Georgia, Illinois, Louisiana, Maryland, Missouri, New Jersey, New York, North Carolina, South Carolina, Tennessee, and Virginia as a Broker-Dealer Representative. Jon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the following securities licenses: Series 7TO, Series 10, Series 9, Series 31, Series 63, Series 65, and SIE. Jon has been employed with Raymond James Financial Services, Inc. since September 1994. Jon has been employed with Raymond James Financial Services Advisors Inc. since January 2009. Jon is a principal of Alliance Wealth Partners, LLC which was founded in September 2015. Jon has been a principal of Wealth Management Associates, Inc. since January 2010. Jon is a principal of Signature Wealth Strategies which was founded in June 2018.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
SC
07/01/2024 - Present
Steward Partners Investment Advisory, LLC (SPARTANBURG SC)
SC
09/30/1994 - 07/03/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Spartanburg SC)
FL
03/04/1988 - 10/06/1994
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
02/14/1973 - 03/24/1988
J.C. BRADFORD & CO.
IA
Issued 1/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/26/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 2/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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