Lori Susan Abbazia

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

• 06/1994 → 10/2017
  David Lerner Associates, Inc.
  Syosset, NY
• 10/2017 → 01/2021
  Jpmorgan Chase Bank, N.A.
  Tampa, FL
• 10/2017 → 01/2021
  Jpmorgan Securities, Llc.
  Tampa, FL
• 01/2021 → 12/2023
  Raymond James & Associates, Inc
  Weeki Wachee, FL
• 03/2022 → Present
  Raymond James Financial Services, Inc.
  Weeki Wachee, FL
• 04/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Weeki Wachee, FL

Other Businesses

(1)Name of Business: Color Pop by Loribop! Address: 9385 Southern Belle Drive, Weeki Wachee, FL, 34613, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/16/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a small craft business on Etsy. All activity takes place on weekends.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-25
• S63 Uniform Securities Agent State Law Examination
  1995-06-01

Other Names

• Lori S Chonoles
• Lori Susan Chonoles
• Lori Susan Landi
• Lori Susan Abbazia