Garrett Reed Coates
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered 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.Sep 2025 to now
- JPMorgan Chase Bank, N.AAug 2020 to Sep 2025
- JP Morgan Chase Bank NAJul 2018 to Aug 2020
- JPMorgan Chase Bank, N.A.Jan 2018 to Jul 2018
- J.P. Morgan Securities LLCDec 2017 to Sep 2025
- JP Morgan Chase Bank N.A.Sep 2015 to Dec 2017
- JPMorgan Securities LLCJul 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5615351
- Firm CRD
- 705