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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-18
  • MI RA
    APPROVED
    Since 2022-04-18

Branch Locations

1171 S Main St Suite 6, Chelsea, MI 48118 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Chelsea MI 08/2021 Present
Edward Rose & Sons Kalamazoo MI 05/2018 04/2021
Hidden Hills Apartments- Zaragon Services Corp. Kalamazoo MI 08/2016 05/2018
Unemployed Ypsilanti MI 04/2021 08/2021
Ben Griffith Financial Services Chelsea MI 07/2021 Present
Raymond James Of Dominos Farms Chelsea MI 07/2021 Present
Raymond James Financial Services Advisors, Inc Chelsea MI 04/2022 Present
Bison Wealth Planners Chelsea MI 02/2022 Present
  • 08/2021 → Present
    Raymond James Financial Services
    Chelsea, MI
  • 05/2018 → 04/2021
    Edward Rose & Sons
    Kalamazoo, MI
  • 08/2016 → 05/2018
    Hidden Hills Apartments- Zaragon Services Corp.
    Kalamazoo, MI
  • 04/2021 → 08/2021
    Unemployed
    Ypsilanti, MI
  • 07/2021 → Present
    Ben Griffith Financial Services
    Chelsea, MI
  • 07/2021 → Present
    Raymond James Of Dominos Farms
    Chelsea, MI
  • 04/2022 → Present
    Chelsea, MI
  • 02/2022 → Present
    Bison Wealth Planners
    Chelsea, MI
Other Businesses

(1) Name of Business: Chelsea Education Foundation Address: 518 Wood St. , Stockbridge, MI, 49285, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 05/10/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Aid in community fundraising efforts as a volunteer for the benefit of teachers and students via grant and scholarship awards respectively. Selection of grant and scholarship recipients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-14
  • S66 Uniform Combined State Law Examination
    2022-04-14
Other Names
  • Jessica Carlsen

View on SEC IAPD

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