Autumn Adair Bonsall

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

• 01/2005 → Present
  Raymond James Financial Services, Inc.
  St Petersburg, FL

Other Businesses

Jobsite Theater, 1010 N Macinnes Pl, Tampa, FL 33602, Non-profit, 02/25/2022, Not Investment Related, Position/Title: Committee Member, Board Member, HPM: 2-10 HPM trd hrs: 2-10 Duties: Development Committee Chair- Oversee and direct the audience development and fundraising plan. Develop an annual calendar for the committee's activities, including critical dates, milestones and required board actions. Engage in advocacy and networking. Participate in annual special events and other fundraising activities.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-19