Jeffrey Gant Ragland

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

• 02/2003 → 05/2024
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 05/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Flower Mound, TX
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Flower Mound, TX
• 11/2024 → 05/2025
  Sms
  Flower Mound, TX
• 05/2024 → 11/2024
  Unemployed
  Flower Mound, TX
• 08/2010 → 07/2018
  Strategic Advisers Llc
  Boston, MA
• 06/2025 → Present
  Alicorn Investment Management
  Dallas, TX

Previous Registrations

• 2018-07-13 → 2024-06-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-08-10 → 2018-07-13
  Strategic Advisers Llc
  The Woodlands, TX
  Westlake, TX

Other Businesses

(1)Name of Business: Alicorn Investment Management Address: 18333 Preston Rd Ste 300, Dallas, TX, 75252-6024, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Branch Associate

Exams

• S66 Uniform Combined State Law Examination
  2008-01-24
• S63 Uniform Securities Agent State Law Examination
  2004-06-24