R Kim Carson

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

• 03/2007 → 12/2019
  Edward Jones
  St. Louis, MO
• 12/2019 → 09/2025
  Wells Fargo Advisors Financial Network, Llc
  Chicago, IL
• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Chicago, IL
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Chicago, IL

Previous Registrations

• 2019-12-09 → 2025-09-25
  Wells Fargo Advisors Financial Network, Llc
  Chicago, IL
• 2007-06-14 → 2019-12-11
  Edward Jones
  Chicago, IL
  Chicago, IL
  St. Louis, MO
  Chicago, IL

Other Businesses

(1)Name of Business: JELLER Wealth Management Address: 134 N La Salle St Ste 2150, Chicago, IL, 60602-1105, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/09/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% Owner

Exams

• S66 Uniform Combined State Law Examination
  2007-05-24