Ashley Marie Hendrix

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

• 04/2020 → Present
  Raymond James Financial Services, Inc.
  St. Louis, MO
• 09/2015 → 08/2019
  Tesson Heights Assisted Living
  St. Louis, MO
• 08/2017 → 05/2020
  Southeast Missouri State University
  Cape Girardeau, MO
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc
  St. Louis, MO

Other Businesses

(1)Name of Business: R W Basler & Co Address: 6074 Telegraph Rd, Saint Louis, MO, 63129, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor & client services manager for RW Basler & CO (2)Name of Business: Ursuline Provincialate Address: 6074 Telegraph Rd, Saint Louis, MO, 63129-4732, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: serve as a committee member for the investments of the Ursuline Sisters; attend quarterly portfolio review meetings; do not make any investment recommendations

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Designations

• Certified Financial Planner

Other Names

• Ashley Mccaffrey
• Ashley Marie Mccaffrey