Juan Felipe Vega
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Oct 2024 to now
- Fisher InvestmentsJan 2022 to Oct 2024
- E*trade Capital Management, LLCJul 2019 to Jan 2022
- E*trade Securities LLCJul 2019 to Jan 2022
- Mutual of AmericaMar 2019 to Jun 2019
- Mutual of America Securities LLCMar 2019 to Jun 2019
- UnemployedMar 2018 to Mar 2019
- ScottradeNov 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4151588
- Firm CRD
- 705