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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-03-11 |
Branch Locations
3425 Limekiln Pike, Suite 6, Chalfont, PA 18914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chalfont | PA | 06/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Chalfont | PA | 03/2009 | Present |
| Jourdan Wealth Management | Chalfont | PA | 08/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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