S. Reed Grant

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:

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-07-27
UT	RA	APPROVED	2021-12-13

TX RA
APPROVED_RES

Since 2023-07-27
UT RA
APPROVED

Since 2021-12-13

Branch Locations

Kaysville, UT • United States

6985 Union Park Ave Suite 500, Cottonwood Heights, UT 84047 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank, N.A.	Salt Lake City	UT	09/1996	12/2021
Wells Fargo Advisors Llc	Salt Lake City	UT	01/2011	11/2016
Wells Fargo Clearing Services, Llc	Salt Lake City	UT	11/2016	12/2021
Raymond James & Associates	Cottonwood Heights	UT	12/2021	Present

09/1996 → 12/2021

Wells Fargo Bank, N.A.

Salt Lake City, UT
01/2011 → 11/2016

Wells Fargo Advisors Llc

Salt Lake City, UT
11/2016 → 12/2021

Wells Fargo Clearing Services, Llc

Salt Lake City, UT
12/2021 → Present

Raymond James & Associates

Cottonwood Heights, UT

Previous Registrations

2011-01-03 → 2021-12-01

Wells Fargo Clearing Services, Llc

Salt Lake City, UT

Minneapolis, MN

Salt Lake City, UT

Minneapolis, MN

Salt Lake City, UT

Tarpon Springs, FL
2008-03-13 → 2011-01-03

Wells Fargo Investments, Llc

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-12

S66 Uniform Combined State Law Examination

2008-03-12

Other Names

Stanley Reed Grant
S. Reed Grant

View on SEC IAPD