Jonathan Kent Burklow
Investment adviser representative at Raymond James Financial Services Advisors, Inc
20 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 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
20 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Avenue Wire ParkAug 2026 to now
- Raymond James Financial Services, Inc.Aug 2026 to now
- The Avenue Marietta Wealth Management GroupAug 2026 to now
- Truist Advisory Services, Inc.Sep 2016 to Aug 2026
- Truist Investment Services, Inc.Aug 2006 to Aug 2026
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 5212847
- Firm CRD
- 149018