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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
NJ RA APPROVED 2026-06-01
  • NJ RA
    APPROVED
    Since 2026-06-01

Branch Locations

222 Mt. Airy Rd. Suite 209 , Basking Ridge, NJ 07920 • 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 Financial Services Advisors, Inc Basking Ridge NJ 06/2026 Present
Raymond James Financial Services, Inc. Basking Ridge NJ 02/2026 Present
Ridge High School Basking Ridge NJ 09/2014 06/2018
Raritan Valley Community College Branchburg NJ 08/2018 06/2019
Moravian University Bethlehem PA 08/2019 05/2020
Seton Hall University South Orange NJ 08/2021 12/2023
County College Of Morris Randolph NJ 08/2020 06/2021
Bernards Township Board Of Education Basking Ridge NJ 06/2022 02/2026
Bernards Township Board Of Education Basking Ridge NJ 02/2024 07/2025
Bernards Township Board Of Education Basking Ridge NJ 08/2022 08/2025
  • 06/2026 → Present
    Basking Ridge, NJ
  • 02/2026 → Present
    Raymond James Financial Services, Inc.
    Basking Ridge, NJ
  • 09/2014 → 06/2018
    Ridge High School
    Basking Ridge, NJ
  • 08/2018 → 06/2019
    Raritan Valley Community College
    Branchburg, NJ
  • 08/2019 → 05/2020
    Moravian University
    Bethlehem, PA
  • 08/2021 → 12/2023
    Seton Hall University
    South Orange, NJ
  • 08/2020 → 06/2021
    County College Of Morris
    Randolph, NJ
  • 06/2022 → 02/2026
    Bernards Township Board Of Education
    Basking Ridge, NJ
  • 02/2024 → 07/2025
    Bernards Township Board Of Education
    Basking Ridge, NJ
  • 08/2022 → 08/2025
    Bernards Township Board Of Education
    Basking Ridge, NJ
Other Businesses

(1)Name of Business: Bernards Township Board of Education Address: 268 South Finley Ave, Basking Ridge, NJ, 07920, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 06/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coaching high school football on a seasonal basis. (2)Name of Business: IronRidge Wealth Management Group Address: 222 Mount Airy Rd Ste 209, Basking Ridge, NJ, 07920-2336, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 04/24/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24
Other Names
  • Matthew Giordano

View on SEC IAPD

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