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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-01 |
Branch Locations
222 Mt. Airy Rd. Suite 209 , Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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