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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Jerome Douvier is a financial advisor with over 10 years of experience in the industry. Jon currently works for Raymond James Financial Services Advisors, Inc. in Saint Cloud, MN, and has been with the firm since December 2017. Jon holds Series 6, 7, 63 and 65 licenses and a SIE designation. Jon is registered to provide investment advice in 15 states. Prior to joining Raymond James Financial Services Advisors, Inc., Jon worked for Northwestern Mutual Investment Services, LLC. Jon has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jon works with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
12/12/2017 - Present
Raymond James Financial Services Advisors, Inc. (SAINT CLOUD MN)
MN
08/22/2013 - 11/21/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT CLOUD MN)
IA
Issued 04/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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