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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-03
  • PA RA
    APPROVED
    Since 2025-03-03

Branch Locations

1605 E Market St, York, PA 17403 • 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
Lpl Financial Llc Harrisburg PA 11/2010 10/2018
Triad Advisors Llc Norcross GA 11/2018 09/2023
Onedigital Investment Advisors Norcross GA 09/2018 09/2023
Independent Financial Partners Harrisburg PA 11/2010 10/2018
Onedigital/Strategic Retirement Group) Harrisburg PA 08/2009 09/2023
Jpmorgan Chase Bank, N.A. Harrisburg PA 11/2024 02/2025
J.P. Morgan Securities Llc Harrisburg PA 11/2024 02/2025
E.L. Klesser & Sons Restoration Dillsburg PA 01/2020 03/2020
Unemployed Dillsburg PA 09/2023 11/2024
Raymond James Financial Services, Inc. York PA 02/2025 Present
Miller & Gay Investment Management York PA 02/2025 Present
Jeffrey A. Gay, Cfp York PA 03/2025 Present
  • 11/2010 → 10/2018
    Lpl Financial Llc
    Harrisburg, PA
  • 11/2018 → 09/2023
    Triad Advisors Llc
    Norcross, GA
  • 09/2018 → 09/2023
    Onedigital Investment Advisors
    Norcross, GA
  • 11/2010 → 10/2018
    Harrisburg, PA
  • 08/2009 → 09/2023
    Onedigital/Strategic Retirement Group)
    Harrisburg, PA
  • 11/2024 → 02/2025
    Jpmorgan Chase Bank, N.A.
    Harrisburg, PA
  • 11/2024 → 02/2025
    Harrisburg, PA
  • 01/2020 → 03/2020
    E.L. Klesser & Sons Restoration
    Dillsburg, PA
  • 09/2023 → 11/2024
    Unemployed
    Dillsburg, PA
  • 02/2025 → Present
    Raymond James Financial Services, Inc.
    York, PA
  • 02/2025 → Present
    Miller & Gay Investment Management
    York, PA
  • 03/2025 → Present
    Jeffrey A. Gay, Cfp
    York, PA
Previous Registrations
Other Businesses

(1)Name of Business: Jeffrey A. Gay, CFP Address: 1605 E Market St, York, PA, 17403-1258, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support of financial advisor practice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-03
S63 Uniform Securities Agent State Law Examination 1996-09-17
  • S65 Uniform Investment Adviser Law Examination
    1996-10-03
  • S63 Uniform Securities Agent State Law Examination
    1996-09-17
Other Names
  • Larry Klesser
  • Eugene Larry Klesser
  • Larry Klesser
  • Eugene Lawrence Klesser
  • Eugene Lawrence Klesser

View on SEC IAPD

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