Amy Harrison

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

• 03/2003 → Present
  Raymond James Financial Services, Inc.
  Paramus, NJ
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Rochelle Park, NJ
• 01/2015 → Present
  Axia Financial Advisors
  Rochelle Park, NJ

Other Businesses

(1)Name of Business: Axia Financial Advisors Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07662, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Harrison Financial Services, LLC Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07662, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/29/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am managing owner of the LLC. The website has been established on the RJ platform.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-05
• S63 Uniform Securities Agent State Law Examination
  1993-10-11

Designations

• Certified Financial Planner

Other Names

• Amy Harrison
• Amy Harrison Donnelly
• Amy Donnelly Harrison