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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-14
  • FL RA
    APPROVED
    Since 2026-04-14

Branch Locations

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

Ponte Vedra, FL • 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
Fidelity Investments New York NY 02/2014 01/2019
Securities America, Inc. Morristown NJ 01/2019 06/2024
Wealthplan Partners, Inc Morristown NJ 01/2019 09/2024
Wealthplan Partners, Llc Omaha NE 01/2020 09/2024
Osaic Wealth, Inc. Morristown NJ 06/2024 09/2024
Morgan Stanley Jacksonville FL 09/2024 03/2026
Raymond James Financial Services, Inc. Ponte Vedra FL 03/2026 Present
Raymond James Financial Services Advisors, Inc. Ponte Verda FL 03/2026 Present
  • 02/2014 → 01/2019
    Fidelity Investments
    New York, NY
  • 01/2019 → 06/2024
    Securities America, Inc.
    Morristown, NJ
  • 01/2019 → 09/2024
    Wealthplan Partners, Inc
    Morristown, NJ
  • 01/2020 → 09/2024
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2024 → 09/2024
    Osaic Wealth, Inc.
    Morristown, NJ
  • 09/2024 → 03/2026
    Jacksonville, FL
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Ponte Vedra, FL
  • 03/2026 → Present
    Ponte Verda, FL
Previous Registrations
Other Businesses

Century 21 Lighthouse Realty, 9471 Baymeadows Rd. #308, 01/01/2022, Realtor, 0.5 hours devoted per a month; 0 hours devoted during business and trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-26
  • S66 Uniform Combined State Law Examination
    2010-03-26
Other Names
  • Jessica Lynn Kauffman
  • Jessica Lynn Garlock
  • Jessica Lynn Rausch
  • Jessica L Rausch

View on SEC IAPD

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