Ann Marie Spillman

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

• 05/2012 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 05/2012 → Present
  Beacon Financial Advisors
  Dallas, TX
• 12/2022 → Present
  Art 2 Catering
  Carrollton, TX
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Dallas, TX

Other Businesses

Beacon Financial Advisors. Not investment related. Support company/DBA (non-owner). Started: 05/2012. Dallas, TX. 0 hrs per month, 0 during trading hrs. Support staff.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-28

Other Names

• Ann Marie Jenkins
• Ann Marie King