Dennis F Weldon

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 04/2016 → 12/2025
  Kestra Advisory Services, Llc
  Austin, TX
• 12/2007 → 12/2025
  Kestra Investment Services, Llc
  Austin, TX
• 12/2025 → Present
  Raymond James & Associates, Inc
  Austin, TX
• 12/2025 → Present
  Raymond James Financial Services, Inc
  Austin, TX
• 12/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Austin, TX

Previous Registrations

• 2016-04-22 → 2025-12-01
  Kestra Advisory Services, Llc
  Austin, TX
  Austin, TX
  Austin, TX
• 2008-06-04 → 2016-09-22
  Kestra Investment Services, Llc
  Tucson, AZ
  Lancaster, PA
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2005-11-09 → 2007-10-29
  New England Securities
  Austin, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-10-10
• S63 Uniform Securities Agent State Law Examination
  2004-01-23

Other Names

• Frank Weldon
• Dennis Franklin Weldon