Skip to content

Jon R. Schuette

Investment adviser representative at Raymond James Financial Services Advisors, Inc
25 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business

Are you Jon R. Schuette? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

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

25 years in the industry.

  1. Raymond James Financial Services Advisors, In.cFeb 2024 to now
  2. Raymond James Financial Services Inc.Feb 2024 to now
  3. Financial Advocates Investment ManagementApr 2022 to Feb 2024
  4. First Financial Northwest BankApr 2022 to Feb 2024
  5. LPL FinancialApr 2022 to Feb 2024
  6. Cetera Investment Advisers LLCAug 2017 to Apr 2022
  7. Cetera Investment Services LLCAug 2017 to Apr 2022
  8. Columbia BankAug 2017 to Apr 2022
  9. Frank Russell Company/russell Investment Financial Services LLCMar 2001 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (WA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
4863461
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
CallContact this firm