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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Edward Young is a financial advisor with Raymond James & Associates, Inc. Jonathon is a registered representative and investment advisor representative in Florida. Jonathon has been in the financial services industry since 2006. Jonathon has passed the Series 6, 7, 63, and 66 exams and the Securities Industry Essentials Examination. Jonathon is also a registered representative for T. Rowe Price Investment Services, Inc. Jonathon has a broad range of experience in providing financial advice to individuals and businesses. Jonathon is dedicated to helping 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
12/23/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/01/2006 - 07/18/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2006
Series 6 - Investment Company Products/Variable Contracts 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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