Evan Jeremy Mayer

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

• 03/2012 → 08/2019
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 08/2019
  Suntrust Advisory Services
  Atlanta, GA
• 08/2019 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 08/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Boca Raton, FL
• 03/2022 → Present
  Fortuna Wealth (Dba)
  Boca Raton, FL
• 08/2019 → 08/2022
  Nave Capital Llc
  Boca Taton, FL

Previous Registrations

• 2016-08-19 → 2019-08-13
  Truist Advisory Services, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Delray Beach, FL
  Boca Raton, FL
  Fort Lauderdale, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Deerfield Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2012-03-26 → 2016-12-31
  Truist Investment Services, Inc.
  Boca Raton, FL
  Fort Lauderdale, FL
  Boca Raton, FL
  Boca Raton, FL
  Delray Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Deerfield Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2010-11-10 → 2012-03-27
  Lpl Financial Llc
  Boca Raton, FL
  Fort Lauderdale, FL
• 2010-03-15 → 2010-10-19
  Pnc Wealth Management Llc
  Fort Lauderdale, FL
  Pompano Beach, FL
  Coral Springs, FL
  Tamarac, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Coconut Creek, FL
  Parkland, FL
• 2010-01-19 → 2010-03-05
  Lpl Financial Llc
  Coconut Creek, FL
  Pompano Beach, FL
  Deerfield Beach, FL
  Coral Springs, FL
  Deerfield, FL
  Coral Springs, FL
  Fort Mill, SC
  Pompano Beach, FL
• 2007-12-01 → 2010-01-20
  Cetera Investment Services Llc
  Pompano Beach, FL

Other Businesses

(1)Name of Business: Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Offering Insurance products on a non-variable basis to existing clientele. (2)Name of Business: For Advisors by Advisors Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/02/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Host of a Podcast not marketed to public, but to other financial advisors. We would be speaking very high level discussing current events, concepts or ideas that relate to advisors practice, going independent, and managing a practice. There would be no mention of firms or specific products. (3)Name of Business: Fortuna Wealth (DBA) Address: 2600 N. Military Trail, Boca Raton, FL, 33431, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. pass through for income from RJFS

Exams

• S66 Uniform Combined State Law Examination
  2007-11-21

Designations

• Certified Financial Planner