James Stephen Yurak

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

• 01/2009 → 05/2025
  Ubs Financial Services Inc
  Hudson, OH
• 05/2025 → Present
  Raymond James & Associates, Inc
  Hudson, OH

Previous Registrations

• 2009-01-22 → 2025-06-03
  Ubs Financial Services Inc.
  Hudson, OH
• 2001-09-14 → 2009-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hudson, OH
  Hudson, OH

Other Businesses

(1)Name of Business: Hudson Community First Address: 7669 Oxgate Ct, Hudson, OH, 44236, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Advisory Board Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the banking accounts, pay the bills, and keep the income statement updated.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-02