Clarence Ewell Brown

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → Present
  First Federal Financial Services
  Lake City, FL
• 12/2005 → Present
  Raymond James Financial Services, Inc.
  Lake City, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Lake City, FL
• 01/2016 → 12/2023
  The Lake City - Columbia County Chamber Of Commerce Bedc
  Lake City, FL

Other Businesses

(1)Name of Business: First Presbyterian Church Address: 697 SW Baya Drive, Lake City , FL, 32055, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/24/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of a committee that reviews the church's finances on a monthly basis. (2)Name of Business: Ann's Ambassador Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the co-trustee for my aunt's marital trust. She is the other co-trustee and I will be working with her to manage the assets which are all held at Raymond James. (3)Name of Business: Brown Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Control Person Position/Title: Successor trustee (Acting) Investment Related: Yes Start Date: 10/21/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Successor trustee for my Uncle's revocable trust. (4)Name of Business: Florida Gateway College Foundation Address: 443 E. Duval Street, Lake CIty, FL, 32055, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A member of the Finance Committee, which is responsible for overseeing the finances of the Foundation. (5)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (6)Name of Business: Odom Moses & Company, LLP Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 07/31/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Full responsibilities as a partner of the firm. (7)Name of Business: Zampella Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/28/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the co-trustee for my cousin's trust, which she received from her father. I became the successor trustee of his revocable trust after his passing. My cousin will be the other co-trustee and we will manage her assets together. All of the assets for this trust will be held here at RJ.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-05

Designations

• Certified Financial Planner