Amy Jo Martin

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

• 12/2014 → Present
  Raymond James Financial Services, Inc
  Ephrata, PA
• 12/2014 → Present
  Fulton Bank
  Ephrata, PA
• 09/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Ephrata, PA

Other Businesses

1) Name of Business: Fulton Financial Advisors Address: 108 North Reading Rd. Ste 12, Ephrata, PA, 17522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/23/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Services Associate

Exams

• S66 Uniform Combined State Law Examination
  2023-09-16
• S63 Uniform Securities Agent State Law Examination
  2011-02-01

Other Names

• Amy Jo Rutt