Jacob Paul Lindsey

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

• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 01/2022 → 02/2023
  Kelly Products, Inc.
  Covington, GA
• 01/2020 → 12/2021
  Kelly Products, Inc.
  Covington, GA
• 03/2023 → 03/2023
  Unemployed
  Watkinsville, GA
• 01/2019 → 12/2019
  Kelly Products, Inc.
  Covington, GA
• 09/2012 → 12/2018
  Contract Packaging, Inc.
  Covington, GA
• 06/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Watkinsville, GA
• 12/2022 → Present
  Athens Dental Associates
  Watkinsville, GA

Other Businesses

(1)Name of Business: Madison Village for Advanced Entrepreneurship, Inc. Address: 115 East Jefferson St., Madison, GA, 30650, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reconciling financials, meet with Executive Director to discuss financials, assist with grant applications, mentor aspiring entrepreneurs (2)Name of Business: Rocky Mount Elk Foundation - Athens Chapter Address: 1010 N. Rossiter Terr., Watkinsville, GA, 30677, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: event planning, reviewing/analyzing financial information from events

Exams

• S66 Uniform Combined State Law Examination
  2023-05-31

Other Names

• Jake Lindsey