Sarah Jean Laird

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

• 03/2015 → 02/2021
  Wells Fargo Advisors Financial Network Llc
  Vineyard Haven, MA
• 02/2021 → Present
  Raymond James Financial Services, Inc.
  Vineyard Haven, MA
• 02/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Vineyard Haven, MA

Previous Registrations

• 2016-03-04 → 2021-02-26
  Wells Fargo Advisors Financial Network, Llc
  Vineyard Haven, MA

Other Businesses

(1)Name of Business: Lightship Capital Management Address: 31 Beach Road, Vineyard Haven, MA, 02568, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: registered associate of operating entity contracted with RJ Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04

Other Names

• Sarah Jean Buckingham
• Sarah Jean Sherman