William Landon Haas

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

• 08/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Jackson, MS
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Jackson, MS
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Madison, MS
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Madison, MS
• 05/2024 → Present
  Citizens National Bank
  Madison, MS
• 08/2026 → Present
  Citizens National Bank Financial Advisors
  Meridian, MS

Previous Registrations

• 2016-08-31 → 2024-06-11
  Wells Fargo Clearing Services, Llc
  Ridgeland, MS
• 2009-10-16 → 2016-09-08
  Stifel, Nicolaus & Company, Incorporated
  Jackson, TN
  Ridgeland, MS
  Memphis, TN
• 2002-05-21 → 2009-10-16
  Ubs Financial Services Inc.
  Jackson, TN

Other Businesses

(1)Name of Business: Brandon Baptist Church Address: 100 Brandon Baptist Drive, Brandon, MS, 39042, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 09/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Stewardship Committee - Chairman (2)Name of Business: Olive Shoot LLC Address: 204 Grace Cove, Brandon, MS, 39042, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: Yes Start Date: 05/28/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC set up to own family farm, timber and recreational real estate. My duties include budgeting and negotiating real estate transactions and any other business items that might arise for the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-21
• S63 Uniform Securities Agent State Law Examination
  1997-03-21

Other Names

• William L Haas