Jon Watson (CRD# 4382440) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lubbock, TX and has over 22 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Lubbock, TX | Feb 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Lubbock, TX | Feb 2024 - Current | < 1 |
| Jsw Advisory Group, LLC | Lubbock, TX | Jan 2020 - Current | 4 |
| Lpl Financial LLC | Lubbock, TX | Apr 2017 - Feb 2024 | 6 |
| First Bank & Trust Lubbock | Lubbock, TX | Mar 2017 - Jan 2020 | 2 |
| Yokel Group | Lubbock, TX | Nov 2015 - Feb 2017 | 1 |
| Lpl Financial LLC | Lubbock, TX | Oct 2011 - Oct 2015 | 4 |
| Fb&t Wealth Management | Lubbock, TX | Aug 2006 - Oct 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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