Carolyn Jean Tewell

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

• 09/2008 → Present
  Raymond James Financial Services, Inc.
  Meadville, PA

Other Businesses

(1)Name of Business: Bush Investment Group Address: 911 Diamond Park, Meadville, PA, 16335, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/13/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-18
• S63 Uniform Securities Agent State Law Examination
  2010-04-20

Other Names

• Carolyn Jean Wittmann
• Carolyn Jean Hoffman
• Carolyn J Wittman
• Carolyn Jean Tewell
• Carolyn Jean Hauser