Beverly Jo Hager

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

• 11/2008 → Present
  Raymond James & Associates
  Panama City, FL

Previous Registrations

• 2005-10-04 → 2008-11-25
  Citigroup Global Markets Inc.
  Panama City, FL
  Pensacola, FL
  Panama City, FL

Other Businesses

(1)Name of Business: Address: 601 n center ave, pc, FL, 32401, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/11/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: have rental property as part of my home address that I rent out (2)Name of Business: City of Panama City - General Employee Pension Fund Board Address: City Location - Currently on 11th St - Moving to Harrison soon, Panama City, FL, 32401, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 10/29/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Chair - just steering the ship of managing the plan (3)Name of Business: Self Employed - Notary Address: 8700 front beach rd #9101, panama city, FL, 32407, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/10/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sole proprietor - owner/operator (4)Name of Business: Uber Address: 8700 front beach rd #9101, panama city, FL, 32407, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 02/06/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: uber

Exams

• S66 Uniform Combined State Law Examination
  2005-09-26

Other Names

• Beverly Jo Shean