Landon Matthew Poll
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 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
19 years in the industry.
- Raymond James Financial Services Advisors, IncAug 2021 to now
- Raymond James Financial Services AdvisersAug 2021 to now
- Kapteyn Wealth PartnersMay 2020 to now
- Raymond James Financial Services IncMay 2020 to now
- The Kapteyn Group Financial Partners LLCMay 2020 to now
- Poll PropertiesJun 2015 to now
- Cornerstone UniversityJun 2022 to Aug 2023
- Cornerstone UniversitySep 2019 to May 2022
- Dj's Landscape ManagementJun 2019 to Jun 2019
- Pvi Industrial WashingJun 2013 to Nov 2020
- Grandville Public SchoolsSep 2004 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7254383
- Firm CRD
- 149018