Jorge Tomas Meneses
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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
10 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2026 to now
- Raymond James Financial Services, Inc.Oct 2024 to now
- Singleton Peery FinancialOct 2024 to now
- Faherty BrandNov 2023 to Sep 2024
- Gallatin Elite Soccer ClubAug 2023 to Oct 2023
- Big Sky Soccer CampMay 2023 to Aug 2023
- Tradehome ShoesJan 2023 to May 2023
- First Security BankOct 2022 to Jan 2023
- Faherty BrandDec 2020 to Oct 2022
- Jackson DrugJun 2020 to Aug 2020
- Western Range Clothing Co.Jun 2020 to Aug 2020
- Montana State UniversityAug 2019 to May 2023
- Jackson BootleggerJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 7984970
- Firm CRD
- 149018