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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
GA RA APPROVED 2018-05-01
  • GA RA
    APPROVED
    Since 2018-05-01

Branch Locations

1725 Electric Ave Unit 330, Watkinsville, GA 30677 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Watkinsville GA 03/2015 04/2018
Suntrust Advisory Services, Inc. Watkinsville GA 08/2016 04/2018
Raymond James Financial Services, Inc. Watkinsville GA 04/2018 Present
Raymond James Financial Services Advisors, Inc. Watkinsville GA 04/2018 Present
  • 03/2015 → 04/2018
    Suntrust Investment Services
    Watkinsville, GA
  • 08/2016 → 04/2018
    Suntrust Advisory Services, Inc.
    Watkinsville, GA
  • 04/2018 → Present
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 04/2018 → Present
    Watkinsville, GA
Previous Registrations
  • 2016-09-01 → 2018-05-02
    Madison, GA
    Athens, GA
    Monroe, GA
    Athens, GA
    Athens, GA
    Athens, GA
    Watkinsville, GA
    Watkinsville, GA
    Watkinsville, GA
  • 2015-04-01 → 2016-12-31
    Truist Investment Services, Inc.
    Athens, GA
    Monroe, GA
    Madison, GA
    Athens, GA
    Watkinsville, GA
    Athens, GA
    Athens, GA
    Watkinsville, GA
    Watkinsville, GA
  • 2009-08-19 → 2015-03-25
    Adel, GA
    Duluth, GA
    Tifton, GA
    Watkinsville, GA
Other Businesses

(1)Name of Business: 330 CoWork, LLC Address: 2141 Union Church Road, Bishop, GA, 30621, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My business partner and I have developed a co-working space to rent out offices and conference rooms to tenants on a monthly or annual basis. (2)Name of Business: Athens Wealth Management LLC Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 08/31/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer Life insurance products to clients. (3)Name of Business: Lake Oconee Ventures LLC Address: 130 Collis Marina Road, Eatonton , GA, 30524, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: rentals and leasing of parking spaces (4)Name of Business: Mars Hill Wealth LLC Address: 1725 Electric Avenue, Unit 330, Watkinsville, GA, 30677, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. Holding Group LLC for business expenses only. Non revenue producing holding. (5)Name of Business: The Avenue Wealth Management Address: 1120 Mars Hill Rd Ste 102, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advisor affiliated with The Avenue Wealth Management. Partner of The Avenue Mars Hill Wealth Management. (6)Name of Business: The Avenue Wire Park Wealth Management Address: 1725 Electric Ave Unit 330, Watkinsville, GA, 30677-2641, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (7)Name of Business: Tumano LLC Address: 2141 Union Church RD, Bishop, GA, 30621, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (8)Name of Business: Wire Park LLC Address: 2141 Union Church Rd, Bishop, GA, 30621, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/06/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-15
  • S66 Uniform Combined State Law Examination
    2009-07-15
Other Names
  • Jeremy Hobbs

View on SEC IAPD

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