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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon-paul? Claim Your ProfileJon-Paul Witkop is a financial advisor at Raymond James & Associates, Inc. Jon-Paul Witkop has been in the industry since February 23, 2016. Jon-Paul Witkop has a strong background in the financial industry, having worked with Algonquin Advisors, LPL Financial, and Raymond James and Associates. Jon-Paul Witkop is registered in 23 states as a broker and investment advisor, and is Series 63, 65, 7, 9, 10, and SIE licensed. Jon-Paul Witkop provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients. Jon-Paul Witkop is committed to helping clients achieve 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.
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
CA
07/06/2018 - Present
Raymond James & Associates, Inc. (Irvine CA)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
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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