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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 2025-03-27
OH RA APPROVED 2025-03-04
  • TX RA
    APPROVED
    Since 2025-03-27
  • OH RA
    APPROVED
    Since 2025-03-04

Branch Locations

Cuyahoga Falls, OH • United States

561 Boston Mills Road Suite 400, Hudson, OH 44236 • 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. Hudson OH 09/2019 Present
Homemaker Stow OH 12/2004 08/2019
Raymond James Financial Services Advisors, Inc Hudson OH 03/2025 Present
Other Businesses

(1)Name of Business: WesRev, Inc. Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236-5512, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 03/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide administrative support to officers of WesRev. (2)Name of Business: Western Reserve Resources Corporation Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236-5512, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 09/03/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Office Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2002-12-12
  • S66 Uniform Combined State Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2002-12-12
Other Names
  • Jill Budge
  • Gillian Budge
  • Gillian Morgan
  • Gillian Elaine Morgan

View on SEC IAPD

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