Jonathan Willis Malcolm

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

• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Denver, NC
• 07/2024 → 07/2025
  Daly Seven, Inc.
  Morrisville, NC
• 08/2019 → 05/2024
  University Of North Carolina - Wilmington
  Wilmington, NC
• 01/2023 → 07/2024
  Ymca Of The Triangle
  Sanford, NC
• 05/2023 → 07/2023
  Vincent Valuations
  Pittsboro, NC
• 10/2022 → 11/2023
  Gross Farms
  Sanford, NC
• 06/2020 → 08/2020
  Pepsi
  Garner, NC
• 08/2015 → 05/2019
  Lee Early College
  Sanford, NC
• 08/2018 → 08/2019
  Central Carolina Community College
  Sanford, NC
• 04/2019 → 07/2019
  Lidl
  Sanford, NC
• 03/2018 → 05/2020
  Gross Farms
  Sanford, NC
• 12/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Denver, NC

Other Businesses

Elmore Financial Group, Inc.; not investment related; Denver, NC; DBA/support company; Registered Associate; Started 08/2025; 0hrs/month; 0hrs/month during trading hours; Support Staff

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17