Jonathan RichieCRD Number: 5471656
Current Firm: Raymond James Financial Services Advisors, Inc.
Jonathan Richie (CRD# 5471656) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Sep 2012 - Current||4|
|Raymond James Financial Services||St. Petersburg, FL||Nov 2010 - Current||6|
|Raymond James & Associates||St. Petersburg, FL||Dec 2007 - Nov 2010||2|
|Suburban Hotel||Largo, FL||Apr 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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