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Jordan Michelle Ramsey

Raymond James & Associates, Inc.

Knoxville, TN

Knoxville, TN

CRD 6093959

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-28
TN RA APPROVED 2020-10-30
  • TX RA
    APPROVED_RES
    Since 2024-03-28
  • TN RA
    APPROVED
    Since 2020-10-30

Branch Locations

Knoxville, TN • United States

11400 Parkside Drive Suite 200, Knoxville, TN 37934 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Knoxville TN 04/2020 Present
Audi Knoxville Knoxville TN 05/2016 04/2020
  • 04/2020 → Present
    Raymond James
    Knoxville, TN
  • 05/2016 → 04/2020
    Audi Knoxville
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-23
  • S66 Uniform Combined State Law Examination
    2020-10-23
Other Names
  • Jordan Michelle Lawson

View on SEC IAPD

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