Zachary Parks Schoen
Investment adviser representative at Raymond James & Associates, Inc.
12 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
12 years in the industry.
- Raymond James & Associates, Inc.Sep 2023 to now
- Resurrection Presbyterian ChurchJun 2024 to Jun 2026
- Human Potential AdvisorsJan 2023 to Jul 2023
- Haviland Tennis AcademyAug 2021 to Aug 2023
- Chick-fil-a of Lauren's RoadJan 2021 to Aug 2021
- Windy Gap - A Young Life CampOct 2019 to Dec 2020
- Windy Gap - A Young Life CampSep 2018 to Sep 2019
- UnemploymentMay 2018 to Sep 2018
- Frontier Ranch - A Young Life CampMay 2017 to Aug 2017
- Mcmillan Pazdan Smith ArchitectureJan 2017 to Jan 2017
- Wofford CollegeAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7801464
- Firm CRD
- 705