Jonathan Bradley James Schubert

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

• 12/2002 → 01/2017
  Edward Jones
  St Louis, MO
• 01/2017 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA
• 03/2017 → 04/2022
  Bank Of America, N.A.
  Lynchburg, VA
• 04/2022 → Present
  Raymond James Financial Services, Inc.
  Forest, VA
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Forest, VA

Previous Registrations

• 2017-01-13 → 2022-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA
• 2009-07-15 → 2017-01-17
  Edward Jones
  Kettering, OH
  Bedford, VA

Other Businesses

(1) Name of Business: BS Partners LLC Address: 1110 Mill Dam Lane, Forest, VA, 24551, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This company holds the real estate our DBA/Support company uses as an office. I am one of the two partners with Brent Bigney. (2) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Owner, Business Owner, Sales, etc. (3) Name of Business: Schubert Family Business Trust Address: 2724 Patmos Church Road, Huddleston, VA, 24104, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a lake house that I built that was finished last summer, that is in my Business Trust, I am the Trustee. We do not rent this as of now, we use it as a summer vacation place for our family, and this will potentially be our retirement home.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-22
• S63 Uniform Securities Agent State Law Examination
  2003-04-07

Other Names

• Jon Schubert