Linda Jayne Oeth

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:

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

Current Employers

Employment History

• 07/2005 → 10/2021
  Economy Securities, Inc
  Evansville, IN
• 07/2008 → 06/2024
  Weinzapfel Wealth Advisors, Inc.
  Evansville, IN
• 12/2021 → 11/2024
  Cwm, Llc
  Omaha, NE
• 11/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Louisville, KY
• 11/2024 → Present
  Stock Yards Bank & Trust
  Louisville, KY
• 02/2025 → Present
  Raymond James Financial Services
  Louisville, KY
• 11/2024 → Present
  Stock Yards Investment Services
  Louisville, KY

Previous Registrations

• 2021-12-16 → 2024-11-18
  Cwm, Llc
  Omaha, NE
  Evansville, IN
• 2013-02-15 → 2024-06-05
  Weinzapfel Wealth Advisors, Inc
  Evansville, IN

Other Businesses

(1)Name of Business: Address: 4121 Hillside Dr, Henderson, KY, 42420, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-11
• S65 Uniform Investment Adviser Law Examination
  2013-02-14

Other Names

• Linda J Oeth
• Linda Jayne Fischer