Jonathan Best (CRD# 2225091) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Henderson, TX and has over 32 years of experience in the finance industry.
CRD# 6243290
Edward Jones
CRD# 3197977
Lpl Financial LLC
CRD# 4827791
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkway Wealth Management Group. | Henderson, TX | Dec 2023 - Current | < 1 |
| Team National | Henderson, TX | Jul 2013 - Current | 10 |
| Raymond James Financial Services Advisors, Inc. | Henderson, TX | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Henderson, TX | Jan 2001 - Current | 23 |
| Best Financial Group | Henderson, TX | Dec 2015 - Feb 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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