Jennifer Anne Riedeman

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

• 05/2001 → Present
  Raymond James Financial Services, Inc
  Fond Du Lac, WI
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Fond Du Lac, WI
• 05/2001 → Present
  National Exchange Bank And Trust
  Fond Du Lac, WI

Other Businesses

(1)Name of Business: National Exchange Bank & Trust Address: 130 S Main St, Fond Du Lac, WI, 54935, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/19/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: work through RJ to provide investment services to clients (2)Name of Business: National Exchange Investment Management Address: 130 S Main St, Fond Du Lac, WI, 54935, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/21/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (3)Name of Business: Rosendale-Brandon School Board Address: Rosendale-Brandon School District, 301 W. Division St., Rosendale, WI, 54974, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 04/26/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: helping the administration effectively run the school district

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-22

Designations

• Certified Financial Planner

Other Names

• Jennifer Anne Boss