Jonathan Paul Lentz

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2016 → 04/2018
  The Prudential Insurance Company Of America
  Jacksonville, FL
• 02/2022 → Present
  Raymond James & Associates, Inc.
  Mobile, AL
• 04/2018 → 02/2020
  Mark Sand And Gravel Co.
  Fergus Falls, MN
• 04/2021 → 02/2022
  Greer Gardens
  Fairhope, AL
• 02/2020 → 04/2021
  Unemployed Stay At Home Dad
  Daphne, AL

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06
• S63 Uniform Securities Agent State Law Examination
  2016-11-22

Designations

• Certified Financial Planner

Other Names

• Jon Paul Lentz