Jonathan Louis Whipple

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 → 12/2019
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 06/2020 → 08/2023
  Morgan Stanley
  Nashville, TN
• 07/2021 → 08/2023
  Morgan Stanley Private Bank, N.A
  Nashville, TN
• 08/2017 → 05/2020
  Westminster College - Utah
  Salt Lake City, UT
• 11/2023 → 09/2025
  Raymond James Financial Services, Inc.
  Portland, OR
• 11/2023 → 09/2025
  Raymond James Financial Services Advisors, Inc.
  Portland, OR
• 11/2023 → 09/2025
  Columbia Bank
  Portland, OR
• 09/2025 → 03/2026
  Morgan Stanley
  Portland, OR
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, WA
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake Oswego, WA

Previous Registrations

• 2025-10-02 → 2026-03-06
  Morgan Stanley
  Portland, OR
• 2023-11-07 → 2025-09-15
  Raymond James Financial Services Advisors, Inc
  Beaverton, OR
  Portland, OR
• 2020-08-31 → 2023-08-11
  Morgan Stanley
  Nashville, TN

Other Businesses

(1) Name of Business: Columbia Bank Address: 5885 Meadows Rd Ste 300, Lake Oswego, OR, 97035, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/23/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be a Senior Wealth Advisor for the Columbia Wealth Advisors Group. I will be creating detailed financial plans for clients of advisors of the team.\n (2) Name of Business: Columbia Wealth Advisors Address: 5885 Meadows Rd Ste 300, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I build retirement plans for the Columbia Wealth Advisors team.\n

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2015-08-15

Other Names

• Jonathan Louis Whipple
• Jonathan Louis Whipple
• Jon Whipple
• Jonathan Louis Whipple