Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Murray Tait is a financial advisor with Raymond James Financial Services Advisors, Inc. Jonathan has been in the industry since August 2001. Jonathan is registered with FINRA and has a series 7, Series 66, Series 86 and Series 87 licenses. Jonathan is also registered as an Investment Advisor Representative (IAR) in North Carolina and Texas. In addition to Raymond James, Jonathan has also worked for Raymon James & Associates, Inc. and Town of Leland, NC. Jonathan is a Certified Financial Planner.
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
NC
02/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (LELAND NC)
FL
08/03/2001 - 07/25/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/12/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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