Jonathon Lee Sisson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 06/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Watkinsville, GA
• 06/2015 → Present
  Smart Beta, Llc
  Watkinsville, GA
• 08/2016 → 05/2017
  Harris Hersh Financial
  Watkinsville, GA
• 06/2015 → Present
  Tsd Advisors, Llc Dba: The Avenue Wealth Management Group
  Watkinsville, GA
• 05/2018 → Present
  Twin Partners, Llc
  Bishop, GA
• 01/1989 → Present
  Sisson's Coin Laundry
  Bishop, GA

Previous Registrations

• 2004-11-04 → 2015-06-10
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Winder, GA
  Athens, GA
  Savannah, GA
  Athens, GA
  Atlanta, GA
  Athens, GA
  Greensboro, GA
  Athens, GA
  Athens, GA
  Monroe, GA
  Monroe, GA
  Atlanta, GA
  Covington, GA
  Monroe, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

(1)Name of Business: Sisson's Coin Laundry Address: 1093 Burning Oak Dr, Bishop, GA, 30621, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent Partner no responsibilities. (2)Name of Business: Smart Beta, LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/06/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: support Company for tax purposes (3)Name of Business: TSD Advisors LLC DBA: The Avenue Wealth Management Group Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Senior Financial Advisor (4)Name of Business: Twin Partners, LLC Address: 1093 Burning Oak Dr, Bishop, GA, 30621, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/22/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finding, Funding, and rehabbing rentals properties on the weekends with my brother that does that Fulltime. equal owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-26
• S63 Uniform Securities Agent State Law Examination
  1999-10-29

Other Names

• Jon Lee Sisson