Ronda Kay Kohl

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

• 10/2018 → 10/2022
  Sangre De Cristo Financial Services
  Canon City, CO
• 03/2012 → 09/2018
  Raymond James Financial Services, Inc.
  Canon City, CO
• 07/2023 → 04/2024
  Lpl Financial Llc
  San Diego, CA
• 02/2023 → 07/2023
  Baxter Regional Medical Center
  Mountain Home, AR
• 10/2022 → 02/2023
  Unemployed
  Mountain Home, AR
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Mountain Home, AR
• 04/2024 → Present
  Fsis Group
  Mountain Home, AR
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Mountain Home, AR
• 08/2020 → 10/2022
  Raymond James Financial Services Advisors, Inc.
  Canon City, CO
• 07/2020 → 10/2022
  Raymond James Financial Advisors, Inc.
  Canon City, CO

Previous Registrations

• 2023-08-03 → 2024-04-25
  Lpl Financial Llc
  San Diego, CA
  Mountain Home, AR
• 2020-12-21 → 2022-10-12
  Raymond James Financial Services Advisors, Inc
  Canon City, CO

Other Businesses

(1)Name of Business: White River Valley HOA Address: 588 Gilbert Rd, Mountain Home, AR, 72653, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Officer - Secretary, Committee Member Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I live in this neighborhood. I have been asked to consider being on the board for the HOA also with secretary responsibilities: attend meetings, meeting minutes, voting, deciding what's best for the neighborhood.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-18

Other Names

• Ronda Kay Owens