Johnathon McLeanCRD Number: 7473627
Current Firm: Raymond James (usa) Ltd
Johnathon McLean (CRD# 7473627) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, and has 1 year of experience in the finance industry.
|Raymond James (usa) Ltd.||Vancouver, Bc,||Nov 2021 - Current||< 1|
|Raymond James Ltd.||Vancouver, Bc,||Feb 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management902MILLIONS
Total Number of Accounts2,469ACCOUNTS
Average Account Value$365,323
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WY
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