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Jorge Tomas Meneses

Investment Adviser Representative at Raymond James Financial Services Advisors, Inc

Jackson, WYCRD #7984970Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jorge Tomas Meneses is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Jackson, WY, where they have been registered since 2026, 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 Wyoming.

Office

170 E. Broadway, Suite 100d
Jackson, WY 83001

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wyoming
Broker:
4 states and territories

Arkansas, Idaho, New York, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/18/2026
Series 7
General Securities Representative Examination
Passed 2/5/2026
SIE
Securities Industry Essentials Examination
Passed 7/24/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James Financial Services Advisors, IncCurrent
5/21/2026 – Jackson, WY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James Financial Services Advisors, Inc
    May 2026 – no end date reportedJackson, WY
  2. Raymond James Financial Services, Inc.
    Oct 2024 – no end date reportedJackson, WY
  3. Jackson Bootlegger
    Jun 2016 – Aug 2019Jackson, WY
  4. Montana State University
    Aug 2019 – May 2023Bozeman, MT
  5. Western Range Clothing Co.
    Jun 2020 – Aug 2020Jackson, WY
  6. Jackson Drug
    Jun 2020 – Aug 2020Jackson, WY
  7. Faherty Brand
    Dec 2020 – Jan 2021Jackson, WY
  8. Faherty Brand
    Jan 2021 – May 2021Big Sky, MT
  9. Faherty Brand
    May 2021 – Jun 2021Nantucket, MA
  10. Faherty Brand
    Jun 2021 – Aug 2021Jackson, WY
  11. Faherty Brand
    Aug 2021 – Oct 2022Big Sky, MT
  12. First Security Bank
    Oct 2022 – Jan 2023Bozeman, MT
  13. Tradehome Shoes
    Jan 2023 – May 2023Bozeman, MT
  14. Big Sky Soccer Camp
    May 2023 – Aug 2023Big Sky, MT
  15. Gallatin Elite Soccer Club
    Aug 2023 – Oct 2023Bozeman, MT
  16. Faherty Brand
    Nov 2023 – Mar 2024Jackson, WY
  17. Faherty Brand
    Mar 2024 – Sep 2024Denver, CO
  18. Singleton Peery Financial
    Oct 2024 – no end date reportedJackson, WY

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

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

View full firm profile

Other advisors at Raymond James Financial Services Advisors, Inc

Showing 12 of 6,660 in the directory

View Raymond James Financial Services Advisors, Inc firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jorge Tomas Meneses 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jorge Tomas Meneses in Jackson, WY - Fees & Credentials