Bryan John Ittersagen

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

• 08/2007 → Present
  Raymond James Financial Services, Inc
  Wheaton, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Wheaton, IL

Previous Registrations

• 2007-02-27 → 2007-08-15
  Edward Jones
  Carol Stream, IL

Other Businesses

(1)Name of Business: Ittersagen Financial Services Address: 620 W Roosevelt Rd Ste B2, Wheaton, IL, 60187, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/10/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor (2)Name of Business: N/A Address: 620 W Roosevelt Rd Ste B2, Wheaton, IL, 60187, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/16/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: landlord, i have a tenant that is here about 10 hours a week and pays me a small nominal fee for using my office space

Exams

• S66 Uniform Combined State Law Examination
  2007-02-22
• S63 Uniform Securities Agent State Law Examination
  2002-10-18