Jonathan LaRue is a seasoned personal finance professional currently serving as a first vice president at Raymond James. With a background that spans firms such as TIAA, US Trust and JP Morgan, Jonathan has developed a deep expertise in investment management, financial planning and risk management.
Jonathan's professional journey is marked by his commitment to transforming client goals into tangible realities through meticulous financial planning. He specializes in risk management, helping to ensure that financial plans are not only effective but also resilient in the face of market volatility. His approach emphasizes coordination and tax efficiency, with a proactive stance on regularly updating financial strategies to adapt to new market conditions.
In Raymond James, Jonathan found a partner who shares his dedication to providing personalized, long-term financial advice that always puts his clients’ needs first. Since its founding in 1962, that simple, pioneering idea has helped Raymond James grow into one of the nation’s leading diversified financial services firms. Today, its success remains a testament to its commitment to people and their financial well-being.
Outside of his professional life, Jonathan is a family man, devoted to his wife and two children. The LaRue family enjoys a range of outdoor activities including camping, playing music together, hiking and simply being outdoors. This blend of professional acumen and personal passion makes Jonathan a trusted advisor to his clients and a committed member of the greater Rochester community.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James does not provide tax or accounting services.
