Jordan Andrew Milani
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 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
14 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- Massmutual Life Insurance CoMar 2021 to Jan 2026
- MML Investors Services, LLCMar 2021 to Jan 2026
- Bankers Life Advisory Services, IncMay 2018 to Mar 2021
- Bankers Life Securities, Inc.May 2016 to Mar 2021
- Bankers LifeOct 2012 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6369899
- Firm CRD
- 149018