B. Riley Wealth Advisors
46yrs
Top advisor by experience in Buffalo
15yrs
Jonathan Plail
Full name on record: Jonathan E Plail
Financial advisor at Raymond James Financial Services Advisors
Jonathan Plail has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Buffalo, New York. Jonathan has been with Raymond James Financial Services Advisors since 2021; before that, Jonathan spent nine years at Merrill. Jonathan holds the CFP® designation.
One of 385 advisors with offices in Buffalo, and one of 327 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office434 Delaware Ave Suite 1, Buffalo, NY 14202
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2012 – 2021MerrillPreviously
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 Plail. Jonathan works from the Buffalo, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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