Jared Kenneth Kirby

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

• 02/2014 → 10/2019
  Cetera Investment Services Llc
  St.CLoud, MN
• 02/2014 → 10/2019
  Cetera Investment Advisers Llc
  Inverness, FL
• 02/2014 → 10/2019
  Regions Bank
  Inverness, FL
• 10/2019 → Present
  Raymond James & Associates, Inc.
  Inverness, FL

Previous Registrations

• 2014-03-11 → 2019-10-01
  Cetera Investment Advisers Llc
  Inverness, FL
• 2013-03-14 → 2014-02-13
  Edward Jones
  Orlando, FL
  Orlando, FL
  Clermont, FL
  St Louis, MO

Other Businesses

(1)Name of Business: College of Central Florida Foundation Inc Address: 3001 SW College Road, Ocala, FL, 34474, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 06/30/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of the Finance and Investment committee which is one of 10 other members on the committee. This committee makes recommendations to the full board who make the final decision.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-12

Other Names

• Jared Kenneth Kirby