Best Investors Account Sign in
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-28
  • AZ RA
    APPROVED
    Since 2026-07-28

Branch Locations

117 E Main St Ste F200, Payson, AZ 85541 • United States

3651 E Baseline Rd Ste E203, Gilbert, AZ 85234 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Gilbert AZ 02/2025 07/2026
Gradguard Insurance Phoenix AZ 05/2023 02/2025
Integrity Valet Phoenix AZ 05/2021 05/2023
Arizona State University Tempe AZ 08/2020 05/2021
Brophy College Preparatory Phoenix AZ 02/2020 08/2020
Flip Dunk Sports Phoenix AZ 08/2018 02/2020
Brophy College Preparatory Phoenix AZ 08/2016 08/2018
Raymond James Financial Services, Inc. Payson AZ 07/2026 Present
Raymond James Financial Services Advisors, Inc. Payson AZ 07/2026 Present
Elevated Wealth Management Group Payson AZ 07/2026 Present
  • 02/2025 → 07/2026
    Gilbert, AZ
  • 05/2023 → 02/2025
    Gradguard Insurance
    Phoenix, AZ
  • 05/2021 → 05/2023
    Integrity Valet
    Phoenix, AZ
  • 08/2020 → 05/2021
    Arizona State University
    Tempe, AZ
  • 02/2020 → 08/2020
    Brophy College Preparatory
    Phoenix, AZ
  • 08/2018 → 02/2020
    Flip Dunk Sports
    Phoenix, AZ
  • 08/2016 → 08/2018
    Brophy College Preparatory
    Phoenix, AZ
  • 07/2026 → Present
    Raymond James Financial Services, Inc.
    Payson, AZ
  • 07/2026 → Present
    Payson, AZ
  • 07/2026 → Present
    Elevated Wealth Management Group
    Payson, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
S63 Uniform Securities Agent State Law Examination 2025-04-11
  • S66 Uniform Combined State Law Examination
    2025-11-12
  • S63 Uniform Securities Agent State Law Examination
    2025-04-11
Other Names
  • John M Chapman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Payson, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor