Aaron Nathaniel Volz
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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
13 years in the industry.
- Raymond James & Associates, Inc.Nov 2024 to now
- Land InvestingJul 2020 to May 2021
- Gutter Cleaning and MaintenanceJul 2020 to Feb 2021
- J.P. Morgan Securities LLCMay 2020 to Sep 2024
- JPMorgan Chase Bank, N.A.Apr 2019 to Sep 2024
- American Eagle Outfitters Inc.Jan 2019 to Sep 2019
- JPMorgan Chase Bank, N.A.Jun 2018 to Aug 2018
- Liberty UniversityAug 2015 to May 2019
- Everything GutterMay 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7258707
- Firm CRD
- 705