Vanessa Renee Carpenter

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

• 12/2011 → 02/2025
  Edward Jones
  St Louis, MO
• 02/2025 → Present
  Biss Wealth Partners
  Anchorage, AK
• 02/2025 → Present
  Raymond James Financial Services, Inc.
  Anchorage, AK
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Anchorage, AK

Previous Registrations

• 2023-06-15 → 2025-03-09
  Edward Jones
  Anchorage, AK

Other Businesses

(1)Name of Business: LMB Wealth Advisors Address: 3401 Denali St Ste 103, Anchorage, AK, 99503-4001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Lead FA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-14

Other Names

• Vanessa Carpenter