Alexander Jonathan Voils

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  San Diego, CA
• 11/2016 → 03/2025
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 03/2025 → Present
  Raymond James & Associates, Inc.
  San Diego, CA

Previous Registrations

• 2015-12-21 → 2025-04-04
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA
• 2009-10-05 → 2016-01-15
  Ameriprise Financial Services, Llc
  San Diego, CA
• 2008-07-15 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-11
• S63 Uniform Securities Agent State Law Examination
  2008-06-03

Other Names

• Alex J Voils
• Alexander J Voils