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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-12
TX RA APPROVED 2024-01-12
  • IN RA
    APPROVED
    Since 2024-01-12
  • TX RA
    APPROVED
    Since 2024-01-12

Branch Locations

1904 E Old Road 30, Warsaw, IN 46582 • 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
Pnc Investments Warsaw IN 06/2012 01/2024
Raymond James Financial Services, Inc. Warsaw IN 01/2024 Present
Raymond James Financial Services Advisors, Inc. Warsaw IN 01/2024 Present
Reynolds Wealth Management Warsaw IN 01/2024 Present
  • 06/2012 → 01/2024
    Pnc Investments
    Warsaw, IN
  • 01/2024 → Present
    Raymond James Financial Services, Inc.
    Warsaw, IN
  • 01/2024 → Present
    Warsaw, IN
  • 01/2024 → Present
    Reynolds Wealth Management
    Warsaw, IN
Previous Registrations
  • 2011-11-03 → 2024-01-18
    Warsaw, IN
    Plymouth, IN
    Milford, IN
    Pierceton, IN
    Warsaw, IN
    Etna Green, IN
    Goshen, IN
    Plymouth, IN
    Churubusco, IN
    Bluffton, IN
    Fort Wayne, IN
    New Haven, IN
    Huntington, IN
    Auburn, IN
    Fort Wayne, IN
Other Businesses

(1)Name of Business: Big Brothers Big Sisters of Northeast Indiana Address: 1005 W Rudisill Blvd, Fort Wayne, IN, 46807, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in reviewing finances and investments. I excuse myself if a conflict of interest arises, but since we do not have money invested with them, we have not had one arise. (2)Name of Business: Big Brothers Big Sisters of Northeast Indiana Address: 1005 Rudisill Blvd, Fort Wayne, IN, 46807, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review mission and vision for the organization. Attend events and raise awareness in community. Attend board meetings to give advice. For Finance Committee: Assist in reviewing finances and investments. I excuse myself if a conflict of interest arises, but since we do not have money invested with them, we have not had one arise. (3)Name of Business: First Christian Church of Warsaw Address: 115 Park Ridge Dr, Warsaw, IN, 46580, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As finance chair, I give advice on budgeting, employee benefits, and attend elder meetings for other financial advice. (4)Name of Business: Hankins & Boggs Group Address: 1904 E Old Road 30, Warsaw, IN, 46582-7111, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Partnership with Kurt Boggs for independent advisor affiliated with Raymond James. (5)Name of Business: Reynolds Wealth Management Address: 1904 E Old Road 30, Warsaw, IN, 46582-7111, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Reynolds Wealth Management has office space, assistants, and branch management help for us through Hankins and Boggs Group.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-02
S63 Uniform Securities Agent State Law Examination 2007-11-16
  • S65 Uniform Investment Adviser Law Examination
    2011-11-02
  • S63 Uniform Securities Agent State Law Examination
    2007-11-16
Designations
Other Names
  • Jeff Hankins

View on SEC IAPD

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