Jiles Ellsworth Kirkland

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bradenton, FL
• 11/2016 → 01/2020
  Wells Fargo Clearing Services, Llc
  Bradenton, FL
• 01/2020 → 05/2023
  Raymond James Financial Services, Inc.
  Lakewood Ranch, FL
• 01/2019 → 05/2023
  Rental Property
  Anna Maria, FL
• 01/2020 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Lakewood Ranch, FL
• 02/2021 → Present
  Northshore Investment Group
  Bradenton, FL
• 03/2009 → 01/2020
  Wells Fargo Advisors
  Sarasota, FL
• 01/2020 → 05/2023
  Raymond James
  Bradenton, FL
• 05/2023 → Present
  Concurrent Investment Advisors Llc Dba Family Wealth Solutions
  Tampa, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-01-23 → 2023-05-22
  Raymond James Financial Services Advisors, Inc
  Lakewood Ranch, FL
• 2009-03-11 → 2020-01-22
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Bradenton, FL
  Sarasota, FL
• 2001-09-25 → 2009-03-26
  Citigroup Global Markets Inc.
  Bradenton, FL
  Sarasota, FL
  Bradenton, FL

Other Businesses

1) Concurrent Investment Advisors DBA family wealth solutions. Investment Related. 8652 SR 70, Bradenton, FL, 34202-4105. RIA / Support Company - Non Owner. IAR / Other. 01/17/2020. Hrs/month 160 all during trading hours. financial advisor. 2) Northshore Investment group. Investment Related. 8652 State Road 70 E, Bradenton, FL, 34216. Support Company - Owner. Other. 02/17/2021. Hrs/month 1 all during trading hours. owner independent contractor 3) Fixed Insurance. Investment Related. Fixed / Traditional Insurance. 8652 SR 70, Bradenton, FL, 34202-4105 Agent. 01/2017. Hrs/month 4 all during trading hours. Sales of Fixed / Traditional insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-11
• S63 Uniform Securities Agent State Law Examination
  1994-01-28

Other Names

• Jiles Ellsworth Kirkland
• Jiles Ellsworth Kirkland
• Jiles Ellsworth Kirkland Jr