Sara Marie Jones

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

• 05/2015 → 08/2021
  Fifth Third Securities
  Cape Coral, FL
• 08/2021 → 11/2023
  Morgan Stanley Smith Barney Llc
  Ft. Myers, FL
• 11/2023 → Present
  Raymond James & Associates
  Fort Myers, FL

Previous Registrations

• 2021-08-06 → 2023-11-15
  Morgan Stanley
  Naples, FL
  Fort Myers, FL
• 2015-06-01 → 2021-08-09
  Fifth Third Securities, Inc.
  Cape Coral, FL
  Naples, FL
  Naples, FL
  Marco Island, FL
• 2012-02-01 → 2014-04-08
  Intl Advisory Consultants Inc.
  Tampa, FL
  Tampa, FL
• 2010-04-26 → 2011-12-12
  Anderson & Strudwick, Incorporated
  Tampa, FL
• 2007-01-30 → 2010-03-30
  Gunnallen Financial, Inc
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Russellville, KY
  Tampa, FL

Other Businesses

(1)Name of Business: Bay Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 11/14/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes care of the day to day operations. I take care of the paperwork such as preparing the leases/contracts. (2)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 04/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes cares of the day to day operations. I take care of the paperwork such as preparing the leases/contracts. (3)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes care of the day-to-day operations. I take care of the paperwork such as preparing the lease/contracts. (4)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway , Cape Coral, FL, 33904, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 09/16/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This was purchased as a possible seasonal rental. I will assist with any paperwork required in regards to the short term lease rental.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-11
• S66 Uniform Combined State Law Examination
  2006-10-19

Other Names

• Sara M Steinbach
• Sara Marie Steinbach