Jeannine Mary Stecklair

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

• 06/2006 → Present
  Raymond James Financial Services, Inc.
  Maitland, FL
• 07/2006 → 09/2020
  Beach Financial Planning Llc
  New Smyrna Beach, FL

Other Businesses

1)Name of Business : Beach Financial Planning Llc Address: New Smyrna Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 07/14/2006 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 3 Description of duties: TAX PREPARATION & PLANNING ON A VERY LIMITED BASIS, NOT MORE 20 CLIENTS 2)Name of Business : Jeannine Stecklair CPA Address: 856 Mullet Ave,New Smyrna Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:No Start Date: 02/12/2021 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Income Tax preparation

Exams

• S66 Uniform Combined State Law Examination
  2004-04-09