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Jennifer Nichole Yarbrough

Raymond James Financial Services Advisors, Inc

Huntsville, AL

CRD 5325902

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2011-01-04
  • AL RA
    APPROVED
    Since 2011-01-04

Branch Locations

129 N. Washington Street, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Huntsville AL 02/1997 Present
Financial Strategies Group Huntsville AL 02/1997 02/2018
Raymond James Financial Services Advisors, Inc Huntsville AL 01/2011 Present
Arbonne Madison AL 06/2016 12/2022
  • 02/1997 → Present
    Raymond James Financial Services
    Huntsville, AL
  • 02/1997 → 02/2018
    Financial Strategies Group
    Huntsville, AL
  • 01/2011 → Present
    Huntsville, AL
  • 06/2016 → 12/2022
    Arbonne
    Madison, AL
Other Businesses

Financal Strategies Group Address: 129 Washington St NE, Huntsville, AL, 35801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/24/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I help the FA's with paperwork, address client needs, handle the branch operations, plan the events, plan the wholesaler meetings, answer the phone, schedule client meetings, run reports, put together new client packets

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-06
  • S66 Uniform Combined State Law Examination
    2010-12-06
Other Names
  • Jennifer Nichole Anderson
  • Jennifer Nichole Lutrick

View on SEC IAPD

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