Jonathan Willis Malcolm
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Willis Malcolm is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Denver, NC, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Aug 2025 – no end date reportedDenver, NC
- Daly Seven, Inc.Jul 2024 – Jul 2025Morrisville, NC
- University of North Carolina - WilmingtonAug 2019 – May 2024Wilmington, NC
- YMCA of the TriangleJan 2023 – Jul 2024Sanford, NC
- Vincent ValuationsMay 2023 – Jul 2023Pittsboro, NC
- Gross FarmsOct 2022 – Nov 2023Sanford, NC
- PepsiJun 2020 – Aug 2020Garner, NC
- Lee Early CollegeAug 2015 – May 2019Sanford, NC
- Central Carolina Community CollegeAug 2018 – Aug 2019Sanford, NC
- LidlApr 2019 – Jul 2019Sanford, NC
- Gross FarmsMar 2018 – May 2020Sanford, NC
- Raymond James Financial Services Advisors, Inc.Dec 2025 – no end date reportedDenver, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Willis Malcolm has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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