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Jonah Marcus Beauduy

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

11 years in the industry.

  1. Raymond James & Associates, Inc.Apr 2026 to now
  2. A Fireplace Store and More, IncApr 2022 to now
  3. Advisors Asset Management, IncSep 2024 to Apr 2026
  4. UnemployedMay 2024 to Sep 2024
  5. Superior Covid Testing, IncJan 2021 to Apr 2022
  6. Private Reserve Wealth ManagementJan 2017 to May 2024
  7. College of DupageJan 2016 to May 2017
  8. Illinois State UniversityJul 2015 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
7992012
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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