Jonathan D. Dejulio
Professional summary
Jonathan David Dejulio was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Jonathan David Dejulio was a registered financial advisor .
Jonathan is a previously registered financial advisor and started their career in finance in 2001. Jonathan had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 6, 2009 - January 4, 2011
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 2, 2009 - January 4, 2011
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 1, 2008 - February 19, 2009
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - February 19, 2009
WELLS FARGO CLEARING SERVICES, LLC
March 20, 2001 - January 1, 2008
A. G. EDWARDS & SONS, INC.
March 13, 2001 - January 3, 2008
A. G. EDWARDS & SONS, INC.
Primary Firm SEC Registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,030,208 |
| AUM (Assets Under Management) | $ 344,868,106,925 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 08/21/2024 | ||
| 09/27/2023 |
Red Flags
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