Jon Winegrad (CRD# 2985962) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, TX and has over 26 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia Wealth Advisors | Montgomery, TX | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Montgomery, TX | Oct 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Montgomery, TX | Oct 2023 - Current | < 1 |
| Umpqua Bank | Tacoma, WA | Mar 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Tacoma, WA | Dec 2019 - Oct 2023 | 3 |
| Cetera Investment Services LLC | St Cloud, MN | May 2018 - Oct 2023 | 5 |
| Columbia Bank | Tacoma, WA | May 2018 - Mar 2023 | 4 |
| Jackson National Life Distributors LLC | Denver, CO | Apr 2006 - Apr 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- 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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