Jolanta Monika Serrano

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

• 03/2015 → Present
  Raymond James Financial Services
  St. Petersburg, FL
• 10/2019 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Property JEMS LLC Clearwater, FL, 33762, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My role in this activity entails viewing the investment property/properties to buy, approving the renovation project and at some later point, possibly collecting rent once and if the property is rented. I will likely be going with my husband on the weekends or after work hours, to Floor& Decor, Home Depot/Lowe's to help select tile/flooring, paint colors, appliances and so on. (2)Name of Business: Property JEMS, Clearwater, FL, 33762, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a rental property I own jointly with my husband. St. Pete FL. Responsibilities are minimal and include an occasional call from the tenant as well as stopping by the property to pick up the rent check. (3)Name of Business: Property JEMS LLC, Clearwater, FL, 33762, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Property JEMS LLC, CLEARWATER, FL, 33762, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-23
• S63 Uniform Securities Agent State Law Examination
  2005-09-15

Other Names

• Jolanta M Zaboklicka
• Jolanta M Zajac
• Jolanta M Serrano