Jilian Ann Kolesa

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

• 08/2014 → Present
  Raymond James & Associates
  St. Petersburg, FL

Previous Registrations

• 2014-04-14 → 2014-08-05
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Other Businesses

(1)Name of Business: outoftheofficetoday Address: 203 65th Street Ct NW, Bradenton, FL, 34209, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/25/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Create and sell vacation itineraries on Thatch.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-10

Other Names

• Jilian Ann Frey
• Jilian Ann Frey