Jason William Gefaell

Raymond James & Associates, Inc.

St. Petersburg, FL

CRD 4366343

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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:

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-14

NY RA
APPROVED

Since 2021-06-14

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

320 Park Ave, Fl 12, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates	New York	NY	02/2005	Present

02/2005 → Present

Raymond James & Associates

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-01-22

S63 Uniform Securities Agent State Law Examination

2002-01-22

Other Names

Jason W. Gefaell

View on SEC IAPD

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Nearby Offices

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