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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Haley is a financial advisor at Raymond James & Associates, Inc. located in Saint Petersburg, Florida. Jonathan has been working in the industry since 2012. Jonathan has been registered with Raymond James since January 17, 2024. Prior to that, Jonathan was employed by BREAN CAPITAL, LLC and KNIGHT CAPITAL AMERICAS LLC. Jonathan is registered in 53 states and the District of Columbia. Jonathan holds Series 63, Series 24, SIE and Series 7 licenses. Jonathan specializes in providing financial planning and investment advice to individuals, families, and businesses. Jonathan is dedicated to helping his clients achieve 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
01/17/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/11/2013 - 01/16/2024
BREAN CAPITAL, LLC (NEW YORK NY)
NY
08/17/2012 - 05/08/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
BC
Issued 10/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
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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