Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Blair is a financial advisor with over 30 years of experience in the industry. Jon currently works at Raymond James & Associates, Inc. and is registered with the state of Texas. Previously Jon worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Southwest Securities, Inc., UBS Paine Webber Inc., Edward Jones, and New England Securities. Jon is licensed to provide financial advice for a range of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jon's expertise includes financial planning, portfolio management, and pension consulting.
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
TX
09/30/2021 - Present
Raymond James & Associates, Inc. (Midland TX)
TX
05/06/2005 - 10/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
03/28/2003 - 05/10/2005
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NJ
02/16/2001 - 04/16/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
10/19/1998 - 02/20/2001
EDWARD JONES (ST. LOUIS MO)
NY
05/04/1995 - 10/15/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/18/1992 - 04/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/29/1991 - 05/22/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/19/1988 - 02/27/1991
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NA
09/30/1985 - 11/18/1987
EPPLER, GUERIN & TURNER, INC.
NA
06/22/1983 - 10/14/1985
E. F. HUTTON & COMPANY INC
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
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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