Jonathan Willis Malcolm
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2025 to now
- Raymond James Financial Services, Inc.Aug 2025 to now
- Daly Seven, Inc.Jul 2024 to Jul 2025
- Vincent ValuationsMay 2023 to Jul 2023
- Ymca of the TriangleJan 2023 to Jul 2024
- Gross FarmsOct 2022 to Nov 2023
- PepsiJun 2020 to Aug 2020
- University of North Carolina - WilmingtonAug 2019 to May 2024
- LidlApr 2019 to Jul 2019
- Central Carolina Community CollegeAug 2018 to Aug 2019
- Gross FarmsMar 2018 to May 2020
- Lee Early CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8143201
- Firm CRD
- 149018