Dana Jolly Seiber

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 → Present
  Raymond James & Associates
  St. Petersburg, FL
• 12/2006 → Present
  Sunchase Travel, Llc
  Tampa, FL

Other Businesses

Sunchase Travel LLC Address: Tampa, FL Nature of the Business: Business Owner Position/Title: Business Owner Investment Related:No Start Date: 12/15/2006 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Independent Contractor/Travel Agent. Upon joining Raymond James I referred existing clients to another travel agent. I still have one long-term corporate client who renews their group trip annually. No new clients/business is being solicited.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-18

Other Names

• Dana Patrice Jolly
• Dana Patrice Jolly Seiber