Jonathon Salo
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2025 to now
- Raymond James Financial Services, Inc.Feb 2023 to now
- MML Investors Services LLCMay 2022 to Aug 2022
- Capstone Partners Financial & Insurance ServicesApr 2022 to Oct 2022
- Northwestern Mutual Investment Services LLCApr 2020 to Jul 2020
- Self EmployedJun 2019 to Feb 2023
- Burger.May 2019 to Aug 2019
- California State University - FullertonAug 2018 to Aug 2022
- Towne ParkFeb 2018 to Mar 2020
- SafewayAug 2017 to Aug 2018
- Santa Cruz Seaside CompanyJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7252114
- Firm CRD
- 149018