Jazmin Gabriela Carpenter

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 11/1995 → 11/2020
  Citigroup Global Markets Inc.
  Los Angeles, CA
• 06/2009 → 11/2020
  Morgan Stanley Smith Barney
  Los Angeles, CA
• 12/2015 → 11/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2021 → 02/2026
  Wedbush Securities Inc.
  Los Angeles, CA
• 03/2026 → Present
  Raymond James & Associates
  Pasadena, CA

Previous Registrations

• 2021-01-26 → 2026-04-16
  Wedbush Securities Inc.
  Los Angeles, CA
  Los Angeles, CA
  Pasadena, CA
  Pasadena, CA
• 2009-06-01 → 2020-12-11
  Morgan Stanley
  Los Angeles, CA
• 2008-04-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-03-29

Other Names

• Jazmin Gabriela Morales
• Jazmin Carpenter
• Jazmin Gabriela Morales Gonzalez