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Rebecca J Borne

Raymond James & Associates, Inc.

Louisville, KY

CRD 8088151

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-13
  • KY RA
    APPROVED
    Since 2025-10-13

Branch Locations

4969 Us Hwy 42 Suite 1600, Louisville, KY 40222 • 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
Raymond James & Associates, Inc. Louisville KY 06/2025 Present
Corto Lima Lexington KY 12/2024 05/2025
Jerzees Sports Grille Green OH 08/2019 08/2024
Unemployed Uniontown OH 06/2015 08/2019
University Of Kentucky Lexington KY 08/2024 12/2024
  • 06/2025 → Present
    Raymond James & Associates, Inc.
    Louisville, KY
  • 12/2024 → 05/2025
    Corto Lima
    Lexington, KY
  • 08/2019 → 08/2024
    Jerzees Sports Grille
    Green, OH
  • 06/2015 → 08/2019
    Unemployed
    Uniontown, OH
  • 08/2024 → 12/2024
    University Of Kentucky
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

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Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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