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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:

Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-15
  • WA RA
    APPROVED
    Since 2026-01-15

Branch Locations

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

Port Orchard, WA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 07/2017 02/2018
Homemaker Woodstock GA 12/2015 07/2017
Raymond James & Associates Atlanta GA 02/2018 04/2019
Janney Montgomery Scott Llc Atlanta GA 04/2019 03/2023
Raymond James & Associates, Inc. Port Orchard WA 03/2023 12/2025
Raymond James Financial Services, Inc. Port Orchard WA 01/2026 Present
Raymond James Financial Services Advisor Port Ochard WA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-14
  • S66 Uniform Combined State Law Examination
    2011-07-14
Other Names
  • Allison Lynn Jaramillo
  • Allison Lynn Odenthal
  • Allison Odenthal

View on SEC IAPD

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