Terri Jo Schneider

Current Employers

Employment History

• 02/2017 → 02/2019
  Raymond James Financial Services, Inc.
  Godfrey, IL
• 03/2016 → 02/2017
  Raymond James Financial Services, Inc.
  Godfrey, IL
• 02/2019 → Present
  Raymond James Financial Services, Inc.
  Godfrey, IL
• 08/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Godfrey, IL

Other Businesses

(1)Name of Business: Claywell Asset Management Address: 5213 Mae Dr., Suite A, Godfrey, IL, 62035, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 03/10/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent contractor with Claywell Asset Management DBA Embark Wealh Partners as a Financial Advisor. (2)Name of Business: Embark Wealth Partners Address: 5213 Mae Dr Ste A, Godfrey, IL, 62035-5733, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Contractor ad Financial Advisor for Embark Wealth Partners (3)Name of Business: JEN Holdings, LLC Address: 5213 Mae Dr Ste A, Godfrey, IL, 62035-5733, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was created for part of succession planning with current owner of Claywell Asset Management, dba Embark Wealth partners. After succession in 2030 I will be the owner and it will be under this LLC name, or earlier if owner accelerates succession.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-22
• S63 Uniform Securities Agent State Law Examination
  2019-01-30

Other Names

• Terri Jo Geabes
• Terri J Schneider