Heather Mary Aked

Employer firm

Raymond James (Usa) Ltd. CRD 25853

$1.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Raymond James Ltd.
  Victoria, British Columbia
• 11/2020 → Present
  Raymond James (Usa) Ltd.
  Vancouver, British Columbia

Other Businesses

1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. HEATHER AKED IS LOCATED AT 555 BURRARD STREET, MAIN FLOOR, VANCOUVER, BC, V7X 1M8 AND HAS BEEN EMPLOYED SINCE AUGUST 2014. SHE IS A FULL TIME AGENT AND HER TITLE WITH RJL IS "ASSOCIATE FINANCIAL ADVISOR". SHE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE SALES. 2)RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. HEATHER AKED IS LOCATED AT 555 BURRARD STREET, MAIN FLOOR, VANCOUVER, BC, V7X 1M8 AND HAS BEEN LICENSED WITH RJFP SINCE March 2017. SHE IS A FULL-TIME AGENT. SHE DEVOTES 1 HOUR A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES. 3) The Rotary Club of Oak Bay Foundation is not investment-related and is located at 207B-2187 Oak Bay Avenue, Victoria BC. This is a charity and I am a member. The start date of the business was July 2014. I devote 1 hour to this other business during business and trading hours. 4)Cornerstone Properties Strata Manager for Waters Edge Strata Plan Eps 1360 is not investment-related and is located at 1001 Cloverdale Avenue, #301, Victoria BC, V8X 4C9. This is a property management company and my position is Strata Council secretary. The start date of the business was September 2020. I devote 1 hour a month to this other business during business and trading hours. My duties are minute taking. 5)Rotary Club of Oak Bay is not investment related and is located at c/o Oak Bay Beach Hotel, 1175 Beach Drive, Victoria BC. This is a service club and I volunteer and fundraise. The start date of the business was June 1997. I devote 8 hours a month to this other business, 4 during business and trading hours. My duties are volunteering and fundraising. 6) Rental unit is not investment related and is located at 245-6596 Baird Road, Port Renfrew BC, V0S 1K0. This is Vacation Cottage that I rent. The start date of the business was August 2014. I devote 2 hours a month to this other business, 0 during business and trading hours. My duties are property maintenance. 7) Strata Plan EPS1360 "Wild Cost Cottages-Water's Edge" is not investment related and is located at 6596 Baird Rd, Port Renfrew BC V0S1K0. I am a cottage owner which is part of strata. The start date of the business was September 1, 2020. I devote 1 hours a month to this other business, 0 during business and trading hours. My duties are calling and conducting general meetings, preparing the budge and financial statement. Also, attending quarterly and annual general meeting, in conjunction with other members ensuring that the the strata council duties are carried out.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-16