Best Investors Account Sign in

Melinda Catherine Fairweather

Raymond James Financial Services Advisors, Inc

Pleasant Hill, CA

CRD 7246487

Claim This Profile
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-04
  • CA RA
    APPROVED
    Since 2024-03-04

Branch Locations

2199 Norse Drive Suite A, Pleasant Hill, CA 94523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Pleasant Hill CA 02/2022 Present
Edward Jones Pleasant Hill CA 03/2020 02/2022
Bank Of America Pleasant Hill CA 03/2010 03/2020
Raymond James Financial Services Advisors, Inc Pleasant Hill CA 02/2024 Present
  • 02/2022 → Present
    Raymond James Financial Services, Inc.
    Pleasant Hill, CA
  • 03/2020 → 02/2022
    Edward Jones
    Pleasant Hill, CA
  • 03/2010 → 03/2020
    Bank Of America
    Pleasant Hill, CA
  • 02/2024 → Present
    Pleasant Hill, CA
Other Businesses

(1) Name of Business: Fire Friends, LLC Address: 580 Chandon Ct, Walnut Creek, CA, 94597, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 04/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: If I referred a friend or family member to Frontline Wildfire Defense and they installed the Fire Friends, LLC wildfire protection system, I would receive a referral fee of $1000. (2) Name of Business: SilverTree Collective Address: 2199 Norse Dr Ste A, Pleasant Hill, CA, 94523-1890, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA name only- SilverTree Collective will be an umbrella for all companies to fall under (we have various groups with different DBA names in our population to include Wasser Wealth Management, LLC) (3) Name of Business: Wasser Wealth Management, LLC Address: 2199 Norse Dr Ste A, Pleasant Hill, CA, 94523-1890, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I'm a Registered Client Relationship Manager.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2024-02-21
Other Names
  • Melinda C Jenkins
  • Melinda Fairweather

View on SEC IAPD

More in Pleasant Hill, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor