Jonathan David Wax

Jonathan David Wax is a CFP® financial advisor at Raymond James Financial Services Advisors, Inc in Tampa, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 24 years of reported work history. Reported roles include Raymond James Financial Services, Inc., Waller & Wax Advisors, Inc..

SEC disclosures list additional business and community activities: (1) Name Of Business: Champions For Children Address: 3108 W Azeele St: Oversight of the finance activities as reported to the board by the head of finance within the organization; (2) name of business: conn memorial foundation inc address: 1208 s.

Raymond James Financial Services Advisors, Inc's firm-level Form ADV reports 6,739 advisors across 4,986 offices; approximately 75.4 clients per advisor, average assets per client of $767,138, and regulatory AUM of $390B; 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.