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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Eureka | CA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eureka | CA | 11/2016 | 07/2023 |
| Raymond James & Associates, Inc | Fortuna | CA | 07/2023 | 12/2025 |
| Raymond James Financial Services, Inc | Fortuna | CA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Fortuna | CA | 01/2026 | Present |
JESSIE J LIVING DESIGN, NOT INV RELATED, FORTUNA, CA, 100% OWNERSHIP, START 1/4/2021, 20 HOURS PER MONTH/0 DURING TRADING, INTERIOR ARCHITECTURE AND DESIGN. RENTAL PROPERTY, INV RELATED, FORTUNA, CA, 100% OWNERSHIP, START 11/1/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD ROOM RENTAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-07 |
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