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Daniel Zamora

Investment adviser representative at Raymond James & Associates, Inc.
11 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

11 years in the industry.

  1. Raymond James & Associates, Inc.Sep 2024 to now
  2. JP Morgan ChaseJul 2019 to Aug 2024
  3. UnemployedMay 2019 to Jul 2019
  4. AxogenSep 2018 to May 2019
  5. Full Time College StudentMay 2015 to May 2019

Exams passed

  • 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
7983259
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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