Kelsey Lee Haycock

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

• 01/2019 → 06/2023
  Wells Fargo Advisors Financial Network, Llc
  Salt Lake City, UT
• 05/2018 → 02/2019
  Michael Kors
  Park City, UT
• 02/2018 → 05/2018
  Unemployment
  Ogden, UT
• 04/2015 → 02/2018
  Upper Montclair Country Club
  Clifton, NJ
• 06/2023 → 04/2026
  Stifel Independent Advisors, Llc
  Salt Lake City, UT
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Salt Lake City, UT
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Salt Lake City, UT

Previous Registrations

• 2025-05-20 → 2026-04-24
  Stifel Independent Advisors, Llc
  St. Louis, MO
  Salt Lake City, UT

Other Businesses

(1) Name of Business: ARC Wealth Management Address: 1240 E 2100 S Ste 400, Salt Lake City, UT, 84106, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/08/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager of Operations\n

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19
• S63 Uniform Securities Agent State Law Examination
  2022-02-06

Other Names

• Kelsey Haycock