Jonathan Louis Whipple
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2026 to now
- Raymond James Financial Services, Inc.Apr 2026 to now
- Morgan StanleySep 2025 to Mar 2026
- Columbia BankNov 2023 to Sep 2025
- Raymond James Financial Services Advisors, Inc.Nov 2023 to Sep 2025
- Raymond James Financial Services, Inc.Nov 2023 to Sep 2025
- Morgan Stanley Private Bank, N.AJul 2021 to Aug 2023
- Morgan StanleyJun 2020 to Aug 2023
- Westminster College - UtahAug 2017 to May 2020
- Fidelity Brokerage Services LLCJun 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6524028
- Firm CRD
- 149018