Jonathan E Plail
Investment adviser representative at Raymond James Financial Services Advisors, Inc
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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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
22 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2021 to now
- Raymond James Financial Services, Inc.Feb 2021 to now
- Not ProvidedJun 2004 to now
- Crux Wealth AdvisorsFeb 2021 to Nov 2022
- Bank of America, N.A.Mar 2012 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2011 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6004620
- Firm CRD
- 149018