Paul Anthony Elliott

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

• 10/2012 → 09/2024
  Edward Jones
  St Louis, MO
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Tampa, FL
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-01-14 → 2024-09-16
  Edward Jones
  Gaithersburg, MD
  St Louis, MO
  Rockville, MD
  Wesley Chapel, FL
  Wesley Chapel, FL

Other Businesses

(1)Name of Business: Iron Rock Wealth Management Address: 2202 N West Shore Blvd Ste 200, Tampa, FL, 33607-5749, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2012-12-07