Laura Jane Grewe

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 10/2021 → Present
  Raymond James And Associates, Inc.
  Surprise, AZ
• 07/2016 → 05/2021
  Kestra Investments
  Scottsdale, AZ
• 05/2021 → 10/2021
  Unemployed
  Surprise, AZ
• 01/2024 → Present
  Raymond James Financial Services
  Surprise, AZ

Previous Registrations

• 2016-07-29 → 2021-04-30
  Kestra Advisory Services, Llc
  Phoenix, AZ
  Austin, TX
  Scottsdale, AZ
• 2009-09-02 → 2016-07-21
  Sii Investments, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Chandler, AZ
  San Diego, CA
• 2006-07-10 → 2009-05-06
  Osaic Services, Inc.
  Tempe, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Tempe, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2006-05-31
• S63 Uniform Securities Agent State Law Examination
  2002-05-04

Other Names

• Laura Jane Tripp