Danielle Jordan Knowlton
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.Sep 2026 to now
- Raymond James & Associates, IncApr 2022 to now
- Raymond James Financial Services, IncApr 2022 to now
- Fidelity InvestmentsOct 2021 to Apr 2022
- Fidelity Brokerage ServicesMar 2020 to Oct 2021
- Wildcat Investment Value FundNov 2018 to Feb 2020
- Johnson and Wales UniversityAug 2018 to Nov 2018
- Re/max DestiationMay 2018 to Aug 2018
- Johnson and Wales UniversitySep 2017 to Apr 2018
- Whale's Tale WaterparkMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7242085
- Firm CRD
- 149018