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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
200 E. Robinson Street Suite 1220, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Winter Park | FL | 12/2015 | 02/2017 |
| Concord Management | Maitland | FL | 04/2017 | 05/2018 |
| City Of Winter Park | Winter Park | FL | 06/2018 | 09/2023 |
| Bank Of New York With Eliassen | Lake Mary | FL | 10/2023 | 10/2024 |
| Unemployed | Longwood | FL | 10/2024 | 04/2025 |
| Cambridge Investment Research Inc. | Orlando | FL | 03/2025 | 09/2025 |
| Raymond James Financial Services Inc. | Orlando | FL | 09/2025 | Present |
| Vision Wealth Advisors | Orlando | FL | 04/2025 | 08/2025 |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 11/2025 | Present |
(1)Name of Business: Jennifer Guittard Insurance Agent Address: 200 E Robinson St Ste 1220, Orlando, FL, 32801-1963, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/23/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-01 |
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