About Us

Jonathan Schiff
Financial Advisor
Cell: 949-689-4021

Professional Experience

* UBS Financial Services Inc. - Account Vice President
Newport Beach, CA - August 1999 - July 2010

* Financial West Group - Investment Advisory Representative
Newport Beach, CA - January 1996 - August 1999

* SoCal Appraisal Group - Principal, Certified General Appraiser
Irvine, CA - May 1992 - January 1996

Accomplishments

* Scored 93% or higher on all Securities Licensing Exams
* Certified General Real Estate Appraiser, 1992-1996

Education

* B.S. Accounting, City University of New York
* Graduated Cum Laude
* Dean"s List

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Services
Financial Advisor Image
Jonathan Schiff Financial Advisor
4685 MacArthur Court
Suite 210
Newport BeachCA 92660
Phone: 949-861-3187
Fax: 877-689-4021
Toll-Free: 888-761-3187
Cell: 949-689-4021
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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