Oscar Jesus Castellanos

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

• 10/2009 → 10/2017
  Raymond James & Associates, Inc.
  Miami, FL
• 10/2017 → 08/2023
  Raymond James Financial Services, Inc.
  Miami, FL
• 10/2017 → 08/2023
  Raymond James Financial Services Advisors Inc.
  Miami, FL
• 10/2017 → 03/2026
  Provenance Wealth Advisors
  Miami, FL
• 08/2023 → 03/2026
  Pwa Securities, Llc
  Miami, FL
• 03/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Miami, FL
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Miami, FL

Previous Registrations

• 2018-07-06 → 2026-03-30
  Provenance Wealth Advisors
  Miami, FL
  Fort Lauderdale, FL
• 2017-11-06 → 2023-08-25
  Raymond James Financial Services Advisors, Inc
  Miami, FL
  Miami, FL
  Miami, FL
• 2013-02-13 → 2017-10-30
  Raymond James & Associates, Inc.
  Coral Gables, FL
  Coral Gables, FL
  Coral Gables, FL
• 2009-10-16 → 2013-02-13
  Morgan Keegan & Company, Llc
  Coral Gables, FL
• 2007-04-04 → 2009-10-07
  Colonial Asset Management Inc
  Miami, FL
  Montgomery, AL
• 2004-11-01 → 2007-03-26
  Citicorp Investment Services
  Coral Gables, FL
  Coral Gables, FL

Other Businesses

(1)Name of Business: Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/30/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: fixed life insurance sales\nvarious companies (2)Name of Business: Global Consultants llc Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner of supporting company (3)Name of Business: Global Investment 1 llc Address: 9200 S Dadeland Blvd, Miami, FL, 33156-2723, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-28
• S63 Uniform Securities Agent State Law Examination
  2002-11-26