Jordan Oesterle
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Raymond James & Associates, Inc.Aug 2026 to now
- Nashville PredatorsMar 2025 to Jun 2026
- Boston BruinsJul 2024 to Mar 2025
- Cetera Investment Advisers LLCMay 2024 to Aug 2026
- Calgary FlamesJul 2023 to Jun 2024
- Cetera AdvisorsMay 2023 to Aug 2026
- Detroit Red WingsJul 2021 to Jun 2023
- Arizona CoyotesJul 2018 to Jul 2021
- Chicago BlackhawksJul 2017 to Jul 2018
- Edmonton OilersApr 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7739801
- Firm CRD
- 705