Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon R. Schuette is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial industry. Jon's career has included previous roles with LPL Financial LLC, Cetera Investment Services LLC, and Russell Investments Financial Services, LLC. Jon is a registered representative in Washington and holds a Series 7, Series 66, and SIE license. Jon is dedicated to providing comprehensive financial planning services, including portfolio management, pension consulting, and educational seminars to individuals, businesses, and institutions.
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
WA
02/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (Silverdale WA)
WA
04/18/2022 - 02/21/2024
LPL FINANCIAL LLC (RENTON WA)
WA
08/15/2017 - 04/18/2022
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
10/20/2004 - 07/20/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
BOTH
Issued 01/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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