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Jacqueline Susan Bartosz

Raymond James & Associates, Inc.

Melbourne, FL

CRD 2075573

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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
FL RA APPROVED 2019-10-31
  • FL RA
    APPROVED
    Since 2019-10-31

Branch Locations

709 S. Harbor City Blvd Suite 510, Melbourne, FL 32901 • 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
Painewebber,Inc. Melbourne FL 04/1990 10/2019
Ubs Financial Services Inc. Melbourne FL 04/1990 Present
Raymond James & Associates, Inc. Melbourne FL 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-27
  • S66 Uniform Combined State Law Examination
    2000-03-27

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

More in Melbourne, FL

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