Patrycja Jamroz Gelenberg

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

• 04/2016 → 08/2018
  Bb&T
  Greensboro, NC
• 08/2018 → 02/2020
  Bb&T Securities
  Greensboro, NC
• 04/2020 → Present
  Raymond James Financial Services, Inc.
  Greensboro, NC
• 04/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Greensboro, NC
• 01/2021 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  High Point, NC
• 01/2021 → Present
  Pinnacle Asset Management
  High Point, NC
• 04/2024 → Present
  Anchor Wealth Advisors
  High Point, NC

Previous Registrations

• 2018-11-13 → 2020-02-13
  Bb&T Securities, Llc
  Greensboro, NC

Exams

• S66 Uniform Combined State Law Examination
  2018-11-12

Other Names

• Patrycja Elzbieta Jamroz
• Patrycja Jamroz Heaton