Jamison Dean Edlund

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 → 11/2017
  Stifel Nicolaus & Co Inc
  Edina, MN
• 11/2017 → 01/2019
  Lpl Financial Llc
  Delano, MN
• 11/2017 → 01/2019
  State Bank Of Delano
  Delano, MN
• 01/2019 → Present
  Raymond James Financial Services, Inc.
  Delano, MN
• 01/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Delano, MN
• 02/2019 → Present
  Cortrust Bank
  Delano, MN

Previous Registrations

• 2017-11-02 → 2019-03-13
  Lpl Financial Llc
  Delano, MN
  Edina, MN
  Delano, MN
• 2010-02-24 → 2017-11-02
  Stifel, Nicolaus & Company, Incorporated
  Edina, MN
  Minneapolis, MN

Other Businesses

(1)Name of Business: CorTrust Wealth Management Address: 1300 Babcock Blvd. E Suite 202, Delano, MN, 55328, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor for CorTrust Wealth Management, which is a division of CorTrust Bank.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-22
• S63 Uniform Securities Agent State Law Examination
  2002-07-02

Designations

• Certified Financial Planner

Other Names

• Jamison Edlund