Best Investors Account Sign in

Christopher Jon Wagner

Raymond James & Associates, Inc.

Milford, NJ

Bedminster, NJ

CRD 1818597

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-09-28
NJ RA APPROVED 2007-10-09
  • TX RA
    APPROVED_RES
    Since 2016-09-28
  • NJ RA
    APPROVED
    Since 2007-10-09

Branch Locations

Milford, NJ • United States

350 Main Street Suites 4 & 5, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Morristown NJ 10/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-24
S63 Uniform Securities Agent State Law Examination 1988-08-08
  • S65 Uniform Investment Adviser Law Examination
    1999-02-24
  • S63 Uniform Securities Agent State Law Examination
    1988-08-08

View on SEC IAPD

More in Milford, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor