Elizabeth Hartman

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

• 01/2019 → 12/2024
  Edward Jones
  St Louis, MO
• 10/2018 → 01/2019
  Tricor Industries (Contractor For Department Of State)
  Washington, DC
• 12/2017 → 10/2018
  One Federal Solution (Contractor For Department Of State)
  Washington, DC
• 07/2017 → 09/2017
  United States Department Of State
  Washington, DC
• 08/2016 → 12/2017
  Penn State University
  State College, PA
• 12/2024 → Present
  Raymond James & Associates, Inc
  New Bern, NC

Previous Registrations

• 2019-04-17 → 2024-12-12
  Edward Jones
  New Bern, NC
  St Louis, MO
  New Bern, NC
  Trent Woods, NC
  New Bern, NC

Other Businesses

(1) Name of Business: Address: 299 Shoreline Dr, New Bern, NC, 28562, United States Activity Type: Other Position/Title: Artist Investment Related: No Start Date: 07/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: When I went out on maternity leave, I started journaling, on Substack. I journal in the evenings, about military related issues - the struggles facing veteran organizations and different military and veteran policies. I decided to publish them and I ended up getting paid subscribers. (2) Name of Business: Address: 299 Shoreline Dr, New Bern, NC, 28562, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Allies for Cherry Point's Tomrrow Address: 299 Shoreline Dr, New Bern, NC, 28562, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I advise on best practices for educating the local community on the economic impacts of having MCAS Cherry Point in Eastern North Carolina. Occasionally advise Congressmen and Senator's on benefits of economic impact, advocating for enhanced military construction (milcon) dollars to ENC bases.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16

Designations

• Chartered Financial Consultant