Jon Mark Anthony Winegrad

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

• 04/2006 → 04/2018
  Jackson National Life Distributors Llc
  Denver, CO
• 05/2018 → 03/2023
  Columbia Bank
  Tacoma, WA
• 05/2018 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2019 → 10/2023
  Cetera Investment Advisers Llc
  Tacoma, WA
• 03/2023 → Present
  Columbia Bank
  Tacoma, WA
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Montgomery, TX
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Montgomery, TX

Previous Registrations

• 2019-12-12 → 2023-10-18
  Cetera Investment Advisers Llc
  Tacoma, WA
• 2002-05-01 → 2004-10-05
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

(1) Columbia Wealth Advisors. Not investment related. Montgomery, TX DBA/Support Company. Advisor. Started: 10/2023. 0 hrs per month. 0 hrs during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09
• S65 Uniform Investment Adviser Law Examination
  1998-02-20
• S63 Uniform Securities Agent State Law Examination
  1998-02-02

Other Names

• Jon M Winegrad
• Jon Mark Winegrad