Jordan Tyler Mcfarland
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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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
13 years in the industry.
- Raymond James Financial Services Advisors, incMar 2024 to now
- Financial 360, LLCAug 2023 to now
- Raymond James Financial Services, Inc.Jan 2021 to now
- Raymond James Financial Services, IncMay 2020 to Aug 2020
- Architectural Graphics IncMay 2018 to Aug 2019
- Virginia Polytechnic Institute and State UniversityAug 2017 to May 2021
- Neptune's RestaurantMay 2017 to Aug 2017
- Autobell Car WashFeb 2017 to May 2017
- Tidewater Soccer Referee AssociationJan 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 7260296
- Firm CRD
- 149018