Jill Laverne Wilson

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

• 08/2011 → 04/2017
  Wedsush Securities Inc
  Los Angeles, CA
• 04/2017 → 10/2018
  Stifel Nicolaus & Co Inc
  Colorago Springs, CO
• 10/2018 → Present
  Raymond James & Associates, Inc.
  Colorado Springs, CO

Previous Registrations

• 2017-05-02 → 2018-11-29
  Stifel, Nicolaus & Company, Incorporated
  Colorado Springs, CO
• 2011-08-02 → 2017-04-27
  Wedbush Securities Inc.
  Colorado Springs, CO
  Portland, OR
  Denver, CO
• 2007-08-17 → 2011-08-09
  Ubs Financial Services Inc.
  Colorado Springs, CO
  Colorado Springs, CO
  Weehawken, NJ

Other Businesses

1. State of Colorado Notary; Notary Public; Notarize forms for clients; affiliation started 11/27/2006; 2.0 hours per year; during securities trading hours; investment-related.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-16
• S63 Uniform Securities Agent State Law Examination
  1991-03-18

Other Names

• Jill Anderson