linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Bellm

Raymond James Financial Services Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Bellm

Jonathan Bellm is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial industry for over 10 years and is registered as an investment advisor representative in New York. Jonathan holds the Series 66 and Series 7TO securities licenses and the SIE exam.

Firm Information

Jonathan Bellm is currently registered with Raymond James Financial Services Advisors, Inc.. Raymond James Financial Services Advisors, Inc. is a financial services firm headquartered in Saint Petersburg, FL. With over 6,400 registered representatives and $344 billion in assets under management, the firm provides a range of financial advisory services including financial planning, portfolio management, pension consulting, and educational seminars. They cater to a diverse clientele including individuals, high-net-worth individuals, corporations, and institutions.
Raymond James Financial Services Advisors, Inc.

880 CARILLON PARKWAY

SAINT PETERSBURG, FL 33716

$344.87B

Assets Under Management

6,514

Total Clients

5,416

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly & fixed rate consultations

Hourly & fixed rate consultations

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Per participant (erisa)

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Bellm’s Registration & Firm History

NY

02/14/2023 - Present

Raymond James Financial Services Advisors, Inc. (LATHAM NY)

Not sure if Jonathan Bellm is right for you?

Licenses & Designations

BOTH

Issued 12/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Bellm.
Not sure if Jonathan Bellm is right for you?