Donald Lee Moss

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/1998 → 05/2019
  Elyria Police Department
  Elyria, OH
• 12/2019 → 03/2022
  Jason M. Orsky Wealth Management
  Westlake, OH
• 01/2020 → 03/2022
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 05/2019 → 12/2019
  Unemployed
  Elyria, OH
• 03/2022 → Present
  Raymond James & Associates, Inc
  Burbank, OH
• 02/2025 → Present
  Raymond James Financial Services, Inc
  Burbank, OH
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Burbank, OH

Previous Registrations

• 2025-02-11 → 2025-12-31
  Raymond James Financial Services Advisors, Inc
  Burbank, OH
  Saint Petersburg, FL
• 2020-11-20 → 2022-03-23
  Jason M Orsky Wealth Management Llc
  Westlake, OH
• 2020-11-20 → 2020-12-31
  Jason M Orsky Wealth Management Llc
  Westlake, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-05-04