Arcadia Wealth Management
43yrs
Top advisor by experience in Smithtown
24yrs
Jonathan Ehrlich
Full name on record: Jonathan Ian Ehrlich
Financial advisor at Raymond James Financial Services Advisors
Jonathan Ehrlich has worked in the financial industry for 24 years and is a financial advisor based in Smithtown, New York. Jonathan joined Raymond James Financial Services Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in New York
Office95 Smithtown Blvd, Smithtown, NY 11787
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Jonathan
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Jonathan. 95 Smithtown BlvdSmithtown, NY 11787Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Jonathan Ehrlich. Jonathan works from the Smithtown, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2002, about 24 years. More experience than 70% of advisors in New York.
What licenses does Jonathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jonathan paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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