Best Investors Account Sign in
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-11-12
  • FL RA
    APPROVED
    Since 2013-11-12

Branch Locations

29 Eglin Parkway, Fort Walton Beach, FL 32548 • 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
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Fort Walton Beach FL 08/2013 Present
Raymond James Financial Services Advisors Inc. Fort Walton Beach FL 11/2013 Present
The Rowdies N/A FL 10/2019 Present
Previous Registrations
  • 2013-02-13 → 2013-08-26
    Pensacola, FL
  • 2007-06-01 → 2013-02-13
    Morgan Keegan & Company, Llc
    Miramar Beach, FL
    Pensacola, FL
    Destin, FL
    Pensacola, FL
    Birmingham, AL
  • 2006-01-12 → 2007-06-12
    A. G. Edwards & Sons, Inc.
    Birmingham, AL
    Birmingham, AL
Other Businesses

(1)Name of Business: Destin Financial Services, Inc. Address: 29 Eglin Pkwy NE, Fort Walton Beach, FL, 32548, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operating company. (2)Name of Business: Independent Retirement Associates Address: 29 Eglin Parkway NE, Fort Walton Beach, FL, 32548, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 11/18/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA Only (3)Name of Business: The Rowdies Address: N/A, N/A, FL, 32563, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 10/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vocalist

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-08
  • S66 Uniform Combined State Law Examination
    2002-07-08
Other Names
  • Jessica Michelle Davenport
  • Jessica Michelle Johnson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fort Walton Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor