Jonathan Larue

Jonathan Larue Email and Phone Number

LaRue Wealth Management of Raymond James | Personalized Financial Planning & Investment Management @
Jonathan Larue's Location
Rochester, New York, United States, United States
Jonathan Larue's Contact Details

Jonathan Larue personal email

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Jonathan Larue phone numbers

About Jonathan Larue

Jonathan LaRueFirst Vice President, Wealth ManagementD 585.274.5026Jonathan.larue@raymondjames.comJonathan 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 Great Rochester community.Investing involves risk and you may incur a profit or loss regardless of strategy selected. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with the above organizations and/or charitable causes.

Jonathan Larue's Current Company Details
LaRue Wealth Management of Raymond James

Larue Wealth Management Of Raymond James

LaRue Wealth Management of Raymond James | Personalized Financial Planning & Investment Management
Jonathan Larue Work Experience Details
  • Larue Wealth Management Of Raymond James
    First Vice President, Wealth Management
    Larue Wealth Management Of Raymond James Jun 2024 - Present

Jonathan Larue Skills

Wealth Management Portfolio Management Asset Management Estate Planning Strategic Financial Planning Investments Banking Asset Managment Mutual Funds Investment Management Asset Allocation Trust Services Retirement Planning Private Banking Commercial Lending Relationship Management Risk Management Hedge Funds Private Equity Credit Analysis Custom Credit Wealth Management Services Series 7 Finance Credit

Jonathan Larue Education Details

Frequently Asked Questions about Jonathan Larue

What company does Jonathan Larue work for?

Jonathan Larue works for Larue Wealth Management Of Raymond James

What is Jonathan Larue's role at the current company?

Jonathan Larue's current role is LaRue Wealth Management of Raymond James | Personalized Financial Planning & Investment Management.

What is Jonathan Larue's email address?

Jonathan Larue's email address is jo****@****ref.org

What is Jonathan Larue's direct phone number?

Jonathan Larue's direct phone number is (212)-490*****

What schools did Jonathan Larue attend?

Jonathan Larue attended State University Of New York College At Geneseo, The Harley School.

What skills is Jonathan Larue known for?

Jonathan Larue has skills like Wealth Management, Portfolio Management, Asset Management, Estate Planning, Strategic Financial Planning, Investments, Banking, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Trust Services.

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