Shawn Patrick Dewane

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

• 07/2003 → Present
  Raymond James Financial Services
  Newport Beach, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Newport Beach, CA
• 10/2010 → 01/2019
  Orange County Water District
  Fountain Valley, CA
• 04/2005 → Present
  Mesa Water District
  Costa Mesa, CA
• 07/2015 → 12/2016
  Perfect Point
  Newport Beach, CA
• 02/2017 → Present
  Orange County Retirement System
  Santa Ana, CA
• 12/2022 → 02/2025
  Usa Water And Power
  Costa Mesa, CA

Previous Registrations

• 2003-07-01 → 2004-07-29
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  Newport Beach, CA

Other Businesses

(1)Name of Business: DEWANE Address: 2429 W Coast Hwy Ste 207, Newport Beach, CA, 92663, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 05/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA on my Father's household of accounts. (2)Name of Business: Dewane Investment Strategies Address: 2429 W Coast Hwy Ste 207, Newport Beach, CA, 92663, United States Activity Type: Support Company - Owner Position/Title: Other, Independent Contractor, Associate/Employee, Officer - President Investment Related: No Start Date: 02/11/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner - Registered Principal - Investment Management Consultant (3)Name of Business: Orange County Employee Retirement System Address: 2223 East Wellington Ave Suite 100, Santa Ana, CA, 92701, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 02/14/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee, Board of Retirement (4)Name of Business: Reverse Osmosis Intelligence Address: 16420 SE McGillivray Blvd Ste 103-197, Vancouver, WA, 98683, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/11/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-03
• S63 Uniform Securities Agent State Law Examination
  1995-10-27