Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Wax is a financial advisor with over 25 years of experience in the industry. Jonathan is currently registered with Raymond James Financial Services Advisors, Inc. and has held past registrations with Raymond James & Associates, Inc.. Jonathan specializes in providing financial planning and investment management services to individuals, families, businesses, and non-profit organizations. Jonathan is also a Certified Financial Planner and holds several industry licenses and certifications.
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
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
FL
06/12/1996 - 04/19/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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