Jean Ann Buckholz

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

• 05/2008 → 12/2021
  Raymond James Financial Services, Inc.
  Tampa, FL
• 06/2015 → 12/2021
  Waller & Wax Advisors, Inc.
  Tampa, FL
• 10/2019 → 12/2021
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL
• 05/2022 → Present
  Raymond James & Associates, Inc.
  Temple Terrace, FL
• 01/2022 → 05/2022
  Unemployed
  Tampa, FL

Previous Registrations

• 2019-10-09 → 2022-01-26
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
• 2015-08-26 → 2022-01-24
  Waller & Wax Advisors, Inc.
  Tampa, FL
• 1997-12-05 → 2007-12-20
  Ameriprise Financial Services, Llc
  Wesley Chapel, FL
  Ellenton, FL
  Wesley Chapel, FL

Other Businesses

Name of Business : Power of Attorney Address: Temple Terrace, FL Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related: Yes Start Date: 02/12/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: POA/Personal Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-25
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Other Names

• Jean B Viglione