Gerald Thomas Peden

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 11/2019
  Fulton Financial Advisors
  Georgetown, DE
• 06/2008 → Present
  Raymond James Financial Services,Inc.
  Georgetown, DE
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Georgetown, DE
• 03/2002 → Present
  Delaware National Bank
  Georgetown, DE
• 07/2018 → Present
  Fulton Bank
  Georgetown, DE
• 07/2018 → 11/2019
  Fulton Financial Advisors
  Georgetown, DE

Previous Registrations

• 2008-05-19 → 2008-06-05
  Cetera Investment Services Llc
  Georgetown, DE
  Elkton, MD
  Georgetown, DE
  Georgetown, DE

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 21035 Dupont Blvd, Georgetown, DE, 19947, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Indian River School District Address: 31 Hosier St., Selbyville, DE, 19975, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/20/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-15
• S63 Uniform Securities Agent State Law Examination
  2000-07-15

Other Names

• Jerry Peden
• Gerald T. Peden