Jamie E Forgy

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

• 09/2025 → Present
  Raymond James & Associates, Inc.
  Houston, TX
• 08/2025 → 09/2025
  Raymond James & Associates, Inc.
  Houston, TX
• 06/2025 → 08/2025
  Perry Homes
  Houston, TX
• 07/2022 → 08/2025
  Century 21 Realty Partners
  The Woodlands, TX
• 03/2021 → 06/2022
  Exp Realty Llc
  Houston, TX
• 09/2020 → 03/2021
  Texas Legacy
  Spring, TX
• 04/2015 → 09/2020
  Unemployed
  Spring, TX

Other Businesses

Century 21 Realty Partners; Not investment related; 21 Waterway Ave Ste 100, The Woodlands, TX 77380; Realtor; Started 08/11/2025; 0 hrs per month devoted; 0 hrs per month devoted during business hours; 0 hrs per month devoted during trading hours; Realtor license held active but not in use and not being compensated.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Jamie Richards
• Forgy E Jamie