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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-23
  • MI RA
    APPROVED
    Since 2026-01-23

Branch Locations

South Lyon, MI • United States

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Dearborn MI 06/2014 04/2017
Foguth Financial Group, Llc Brighton MI 05/2017 08/2019
Triad Advisors, Inc. Norcross GA 08/2019 05/2023
Vision Capital Partners Ann Arbor MI 08/2019 05/2023
Corecap Investments, Inc Brighton MI 05/2017 08/2019
Corecap Advisors Brighton MI 05/2017 08/2019
Raymond James & Associates South Lyon MI 05/2023 12/2025
Raymond James Financial Services, Inc. South Lyon MI 01/2026 Present
Raymond James Financial Services Advisors, Inc. South Lyon MI 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-01
  • S66 Uniform Combined State Law Examination
    2001-05-01
Other Names
  • Jennifer Puckett
  • Jennifer Hunter
  • Jennifer Puckett Hunter

View on SEC IAPD

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