George H Ohleyer

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

• 03/2021 → 04/2023
  Morgan Stanley
  Temple Terrace, FL
• 07/2017 → 12/2019
  Grace Locke Industries
  Des Moines, IA
• 08/2016 → 07/2017
  Raymond James Financial
  St. Petersburg, FL
• 12/2019 → 03/2021
  Unemployed
  Des Moines, IA
• 04/2023 → Present
  Raymond James Financial Services Inc.
  Saint Petersburg, FL
• 04/2023 → Present
  Raymond James Financial Service Advisors Inc.
  Saint Petersburg, FL

Previous Registrations

• 2021-11-22 → 2022-03-09
  Morgan Stanley
  Temple Terrace, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-11-20

Other Names

• George Henry Ohleyer