Ashlee Rebecca Goodman

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

• 08/2015 → 12/2018
  Clarion University
  Clarion, PA
• 06/2014 → 07/2017
  Oakwood Heights
  Oil City, PA
• 06/2015 → 09/2019
  Classy Catering
  Seneca, PA
• 09/2013 → 08/2022
  Rocko'S Pizzeria
  Oil City, PA
• 06/2018 → 09/2019
  Raymond James Financial Services, Inc
  Seneca, PA
• 09/2019 → Present
  Raymond James Financial Services, Inc
  Seneca, PA
• 01/2022 → Present
  Sj Young Financial Llc
  Seneca, PA

Other Businesses

(1)Name of Business: SJ Young Financial LLC Address: 3152 State Route 257, Seneca, PA, 16346-2440, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2020-03-17

Other Names

• Ashlee Roth
• Ashlee Rebecca Roth