Ashley Rosalie Irizarry

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

• 01/2013 → Present
  Raymond James Financial Services, Inc.
  New Bern, NC
• 08/2013 → Present
  Raymond James Financial Services Advisors Inc.
  New Bern, NC
• 10/2015 → 10/2018
  A & J Holding, Inc.
  New Bern, NC
• 10/2018 → Present
  Signature Wealth Group
  New Bern, NC

Other Businesses

(1)Name of Business: Craven Community College Foundation Board Address: 800 College Court, New Bern, NC, 28562, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board, Executive Member, Committee Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I have just be re-elected to the Board of Directors for the Craven Community College Foundation, after a required one year break upon serving 4 consecutive 2 year terms. They have asked me to resume my seat as the Chair of the Budget and Audit committee, which also automatically places me on the Executive leadership Committee. I lead the Budget and Audit meetings, attend the Executive leadership committee and present at the full board meetings. (2)Name of Business: Little Rosa Properties, LLC Address: 315 Metcalf Street, New Bern, NC, 28562, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jon Tait and I created Little Rosa Properties LLC to own our portion of Southern Tait Holdings LLC which owns the building we run our RJFS office out of. Jon and I each own 50% of Little Rosa Properties, which owns 50% of Southern Tait Holdings. (3)Name of Business: Metcalf Square Property Owners Association Address: 315 Metcalf St, New Bern, NC, 28562-5687, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Vice President Investment Related: Yes Start Date: 02/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Metcalf Square Property Owners is an association for the property that the building owned by Southern Tait Holdings (another OBA already in existence that I am part owner of) sits on. The 3 offices and 2 town houses share a parking lot and share the expenses of said parking lot and a light pole in the back area. (4)Name of Business: Signature Wealth Group Address: 315 Metcalf Street, New Bern, NC, 28562, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor in their New Bern office (5)Name of Business: Southern Tait Holding, LLC Address: 315 Metcalf Street, New Bern, NC, 28562, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: No Start Date: 12/14/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I run Southern Tait Holdings, which is owned through my Little Rosa Properties, LLC

Exams

• S66 Uniform Combined State Law Examination
  2013-08-21

Other Names

• Ashley Rosalie Martin
• Ashley Rosalie Martin-Irizarry