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 a financial advisor with Steward Partners Investment Advisory, LLC. Jon has been working in the financial services industry since 1973 and has a wide range of experience in the field. Jon is a Certified Financial Planner and holds several securities licenses, including Series 7, 8, 9, 10, 31, 63, and 65. He specializes in financial planning, portfolio management, and investment advisory services. Jon is committed to helping individuals and families achieve their financial goals. He is a licensed Investment Advisor Representative in Louisiana and South Carolina. Jon has also worked with Raymound James Financial Services, Inc., Raymond James & Associates, Inc., and J.C. Bradford & Co. He is committed to providing personalized financial advice to his clients and is dedicated to helping them reach their financial goals.
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 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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