Raymond James Financial Services Advisors
35yrs
Top advisor by experience in Denver
New
Jonathan Willis Malcolm
Financial advisor at Raymond James Financial Services Advisors
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office2326 North Highway 16 Business Rockefeller Center Suite 9, Denver, NC 28037
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
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.
Uniform Combined State Law Examination
Career
- Dec 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Jonathan Willis Malcolm. Jonathan works from the Denver, NC office.
How long has Jonathan been a financial advisor?
Jonathan is new to the profession, registered since Nov 2025, and holds 1 license.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
34yrs
Top 7% by experience in North Carolina
Principal Securities
32yrs
Top 10% by experience in North Carolina
Raymond James Financial Services Advisors
32yrs
Patrick Kane Elmore
Financial advisor
2326 N. Highway 16 Business Suite 9 Rockefeller Centre
Denver, NC 28037
Denver, NC 28037
Top 10% by experience in North Carolina
Kestra Private Wealth Services
28yrs
Top 17% by experience in North Carolina
Raymond James Financial Services Advisors
28yrs
Trudy Bridges Mullins
Financial advisor
2326 North Highway 16 Business Rockefeller Centre - Suite 9
Denver, NC 28037
Denver, NC 28037
Top 17% by experience in North Carolina