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Advisors
3yrs

Jonathan Helm

Full name on record: Jonathan Wayne Helm

Financial advisor at Raymond James (usa)

Jonathan Helm has worked in the financial industry for 3 years and is a fiduciary financial advisor. Jonathan joined Raymond James (usa) in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Raymond James (usa) reports being paid through a percentage of assets.

Victoria BC, nullFiduciary advisorFee-only firm
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At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeVictoria BC, null
How the firm is paid ?Percent of assets
Typical client at the firm ?$398,183
Advisors at the firm122
States licensed ?1 state

Services through Raymond James (usa)

Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publications

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 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 (usa) at 877-570-7558 and ask for Jonathan Helm. Jonathan works from the Victoria BC, null office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Jonathan hold?

Series 65. 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 (usa) reports being paid by a percentage of the assets they manage. 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.