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Jonathan Christopher Pawlika

Advisor at Raymond James Financial — Sherrill, NY

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Sherrill, NY 13461

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jonathan Pawlika is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Raymond James since 1999 and is also associated with Planned Results, Inc., where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and it maintains unique municipal advisory capabilities and specialized retirement plan advisory services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Sherrill, NY

102 E. Seneca Street, Suite 212

Sherrill NY 13461

Advisors at this office

1

Most active in

New York · Texas

Work history

31 years of industry experience

Raymond James Financial Services Advisors Inc.

2017 - Present • 9 years

Sherrill, NY

RAYMOND JAMES FINANCIAL SERVICES, Inc.

1999 - Present • 27 years

Sherrill, NY

Planned Results Inc.

1993 - Present • 33 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Jessica C

Series 66, Series 63

Chittenango, NY

Champion, Jessica

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Retirement income strategy General retirement planning Cash flow / budgeting
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Maggie S

CFP®, Series 65

Rome, NY

Tendful Wealth Planning

Maggie Sayers is a CFP® and Series 65-licensed advisor with over 13 years of industry experience. She is the principal of Tendful Wealth Planning, an independent firm based in Rome, NY, and previously worked at Gunther Wealth Management from 2011 to 2024. In addition to advising, she provides virtual paraplanning support through Method Financial Planning. Tendful Wealth Planning offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios using active and passive funds, and incorporates ESG options upon request.

General retirement planning Business ownership considerations Cash flow / budgeting
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Clinton K

Series 66

Waterville, NY

Kane Financial

Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Maxwell M

Series 65, Series 63

Rome, NY

Birch Wealth Management

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Citigroup and Manning & Napier. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a variety of analytical approaches and typically manages accounts on a discretionary basis, focusing on equities, ETFs, and money-market funds.

Wealth management
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Iris B

Series 63, Series 65

Rome, NY

Birch Wealth Management

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

Wealth management
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