Peter Taylor Persons

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Macon, GA

Previous Registrations

• 2007-03-20 → 2013-02-13
  Morgan Keegan & Company, Llc
  Macon, GA
• 2003-04-17 → 2007-03-12
  Citigroup Global Markets Inc.
  Macon, GA
  Macon, GA

Other Businesses

(1)Name of Business: Murphey Taylor & Ellis Address: 3095 Vineville Ave, Macon, GA, 31204, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/11/1990 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (2)Name of Business: Persons Family Holdings LLC 1 & 2 Address: 1153 St. Andrews Dr, Macon, GA, 31210, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-02
• S63 Uniform Securities Agent State Law Examination
  1997-03-27