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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-02
MI RA APPROVED 2019-09-27
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • MI RA
    APPROVED
    Since 2019-09-27

Branch Locations

5940 Tahoe Drive Se Suite 101, Grand Rapids, MI 49546 • 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
Rehmann Financial Grand Rapids MI 09/2010 09/2019
Raymond James Financial Services, Inc Grand Rapids MI 09/2019 Present
Raymond James Financial Services Advisors, Inc Grand Rapids MI 09/2019 Present
Previous Registrations
Other Businesses

(1) Name of Business: JRB1, LLC Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The purpose of this is to have an LLC established to run business expenses through for my work with Raymond James. (2) Name of Business: Northwest Young Life Address: 12055 Campobonito Dr, Sparta, MI, 49345, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/29/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: -Work with area director in reviewing the funds involved in committee projects.-Review income and expenditures for the area (accountability)-Communicate financial information to the committee as needed-Work with area director on budget for next year (3) Name of Business: River Valley Wealth Management Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/14/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4) Name of Business: Sparta Education Foundation Address: 465 S State Street, Sparta, MI, 49345, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend board meeetings monthly as well as finance committee meetings quarterly. Assist treasurer in preparing and presenting budget to board members annually and meet with Financial advisor of the foundation. I make no investment recommendations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-29
S63 Uniform Securities Agent State Law Examination 2000-11-21
  • S65 Uniform Investment Adviser Law Examination
    2003-08-29
  • S63 Uniform Securities Agent State Law Examination
    2000-11-21
Other Names
  • Jennifer Mcgraner
  • Jennifer Rae Mcgraner
  • Jennifer Rae Baldini
  • Jennifer Baldini

View on SEC IAPD

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