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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-18 |
Branch Locations
1000 - 1175 Douglas Street, Victoria, British Columbia V8W 2E1 • Canada
Suite 2100 925 West Georgia Street, Vancouver, Bc V6C 3L2 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Life Global Investments | Toronto, Ontario | 08/2015 | 11/2018 | |
| San Life | Waterloo, Ontario | 11/2018 | 10/2022 | |
| Raymond James Ltd. | Victoria, Bc | 10/2022 | Present | |
| Raymond James (Usa) Ltd. | Vancouver, Bc | 05/2023 | Present |
RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. Jonathan Helm IS LOCATED AT 1000 - 1175 Douglas Street, Victoria, British Columbia V8W2E1 Canada AND HAS BEEN EMPLOYED SINCE October 21, 2022.HE IS A FULL TIME EMPLOYEE AND HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES. RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. Jonathan Helm IS LOCATED AT 1000 - 1175 Douglas Street, Victoria, British Columbia V8W2E1 Canada AND HAS BEEN LICENSED WITH RJFP SINCE October 28, 2022. HE IS A FULL-TIME EMPLOYEE AND HE DEVOTES 20 HOURS A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
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