Kevin Jones

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

• 03/2019 → Present
  Raymond James & Associates, Inc.
  St Petersburg, FL
• 11/2016 → 11/2018
  Online Trading Academy
  St Petersburg, FL
• 11/2018 → 03/2019
  Unemployed
  Dunedin, FL
• 01/2012 → 11/2016
  Full Time Student
  Dunedin, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-05-03