Rebecca Jean Klody

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

• 03/2014 → 12/2019
  Amg Distributors, Inc.
  Greenwich, CT
• 12/2019 → 08/2021
  Unemployed
  Oakbrook, IL
• 08/2021 → 10/2024
  Raymond James & Associates
  Clarendon Hills, IL
• 10/2024 → Present
  Teegarden Wealth Advisors, Llc
  Oak Brook, IL
• 10/2024 → Present
  Raymond James Financial Services, Inc.
  Oak Brook, IL
• 10/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Oak Brook, IL

Previous Registrations

• 2021-08-26 → 2024-10-18
  Raymond James & Associates, Inc.
  Oakbrook Terrace, IL
• 2012-02-17 → 2020-03-17
  Southernsun Asset Management Llc
  Memphis, TN

Other Businesses

(1)Name of Business: Teegarden Wealth Advisors LLC Address: 1301 W. 22nd Street, Suite 530, Oak Brook, IL, 60523, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 10/17/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor and Co-branch owner of Teegarden Wealth Advisors | Raymond James.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-01

Designations

• Chartered Financial Analyst

Other Names

• Rebecca Jean Teegarden
• Rebecca Jean Smith