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Linda Jean Fortunato

Raymond James Financial Services Advisors, Inc

Ponte Vedra Beach, FL

CRD 2933075

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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
TX RA APPROVED_RES 2023-04-03
FL RA APPROVED 2018-07-18
  • TX RA
    APPROVED_RES
    Since 2023-04-03
  • FL RA
    APPROVED
    Since 2018-07-18

Branch Locations

2101 Sawgrass Village Drive, Ponte Vedra Beach, FL 32082 • 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 Jacksonville FL 06/2010 Present
Raymond James Financial Services Advisors Inc. Ponte Vedra Beach FL 07/2018 Present
Designer Brands Jacksonville FL 10/2014 09/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-27
S63 Uniform Securities Agent State Law Examination 2010-08-16
  • S65 Uniform Investment Adviser Law Examination
    2016-09-27
  • S63 Uniform Securities Agent State Law Examination
    2010-08-16

View on SEC IAPD

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