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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 Todd Hoell is an Investment Advisor Representative at Raymond James & Associates, Inc., registered with FINRA and licensed in Florida. Jon has been in the securities industry for over 20 years and has held various roles at firms including Fidelity Brokerage Services LLC and 1st Global Capital Corp. Jon has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. Jon is dedicated to helping clients 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.
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
FL
09/17/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/31/2018 - 12/05/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
03/08/2013 - 12/11/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/20/2011 - 01/28/2013
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/10/1999 - 04/27/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 09/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
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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