Ryan Edward Kinser

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

• 11/2013 → 05/2018
  Ubs Financial Services
  Naples, FL
• 05/2018 → Present
  Raymond James Financial Services, Inc
  Naples, FL
• 05/2018 → Present
  Raymond James Financial Services Advsior, Inc
  Naples, FL
• 08/2016 → 05/2018
  Ubs Financial Services
  Naples, FL
• 08/2018 → Present
  Investment Book
  Naples, FL

Previous Registrations

• 2014-04-23 → 2018-05-21
  Ubs Financial Services Inc.
  Naples, FL
  Naples, FL

Other Businesses

(1)Name of Business: Book: "Sunshine State Strategy: Your Essential Guide to Becoming a Florida Resident" Address: 4501 Tamiami Trl N Ste 300, Naples, FL, 34103-3023, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 07/25/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and my business partner, Brett Oley, are authors of this book as it relates to Florida Domicile and becoming a Florida Resident. (2)Name of Business: Book: The Pillars of Planning: An Essential Guide to Help Grow and Protect Your Wealth Address: 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/26/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and my business partner, Brett Oley, are authors of this book as it relates to general principles of finance. (3)Name of Business: Kinser Concierge Wealth, LLC Address: 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA my business name "Kinser Concierge Wealth LLC" (4)Name of Business: Oley Kinser Concierge Wealth, LLC Address: 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The name of our independent practice at RJFS. Myself and Brett Oley are joint owners of the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-17