Jonah Marcus Beauduy
Financial advisor at Raymond James & Associates, Inc. · Chicago, IL
Last updated 2026-10-10
Claim your profileJonah Marcus Beauduy is a financial advisor at Raymond James & Associates, Inc. in Chicago, IL, CRD 7992012. Licenses and exams on the registration: Series 66. IAPD registration began 2024-12-05.
Registration
- CRD number
- 7992012
- Registration status
- Active
- IAPD registration
- 2024-12-05
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- IL
Licenses and exams
- Series 66
Work history
- 2024-09 to 2026-04 · Advisors Asset Management, Inc · Monument, CO
- 2017-01 to 2024-05 · Private Reserve Wealth Management · Chicago, IL
- 2015-07 to 2022-05 · Illinois State University · Normal, IL
- 2021-01 to 2022-04 · Superior Covid Testing, Inc · Chicago, IL
- 2022-04 to Present · A Fireplace Store and More, Inc · Downers Grove, IL
- 2016-01 to 2017-05 · College of Dupage · Glen Ellyn, IL
- 2026-04 to Present · Raymond James & Associates, Inc. · Chicago, IL
- 2024-05 to 2024-09 · Unemployed · Naperville, IL
Current employment
- Raymond James & Associates, Inc. · St. Petersburg, FL
Raymond James & Associates, Inc.
- Regulatory AUM
- $500,955,604,975
- Registered advisors
- 5,800
- Offices
- 1,828
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $942.3K (Low)
- High-net-worth client ratio
- 18.7% (Moderate)
Raymond James & Associates, Inc.: advisors, services and reported ETF investments
About
Jonah Marcus Beauduy is a financial advisor at Raymond James & Associates, Inc. in Chicago, IL. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include A Fireplace Store and More, Inc, Advisors Asset Management, Inc, Unemployed, Private Reserve Wealth Management, among others.
SEC disclosures list additional business and community activities: 1) Attachment Trauma Network; Not Investment Related; P: O; Box 220 westminster, ma 01473, USA; financial chairman | treasurer ; started 05/01/2023; time: 5 hours per month devoted; 0 hours per month devoted during trading; review/approve financials, marketing, tax filings, and debt structuring.
Raymond James & Associates, Inc.'s firm-level Form ADV reports 5,800 advisors across 1,828 offices; approximately 91.7 clients per advisor, average assets per client of $942,324, and regulatory AUM of $501B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Raymond James & Associates, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
120 S Riverside, Chicago, IL 60606
25 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 727-567-1000
- Website: alexbrown.com
- Youtube
Official record
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