Jonathan Plail, financial advisor Buffalo NY

Jonathan Plail

CRD Number: 6004620
Current Firm: Raymond James Financial Services Advisors, Inc.

Jonathan Plail (CRD# 6004620) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Buffalo, NY and has over 12 years of experience in the finance industry. Jonathan Plail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Buffalo, NY Feb 2021 - Current 3
Raymond James Financial Services Advisors, Inc. Buffalo, NY Feb 2021 - Current 3
Plail Wealth Management Buffalo, NY Feb 2021 - Current 3
Not Provided Clarence Center, NY Jun 2004 - Current 19
Crux Wealth Advisors Buffalo, NY Feb 2021 - Nov 2022 1
Bank Of America, N.a. Williamsville, NY Mar 2012 - Feb 2021 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsville, NY Nov 2011 - Feb 2021 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jonathan E. Plail
Phone Number: 727-567-3020
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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