Jodie Michelle Duvall

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

• 08/2007 → Present
  First Hawaiian Bank
  Honolulu, HI
• 02/2010 → 05/2017
  Bancwest Investment Services
  Honolulu, HI
• 05/2017 → Present
  Raymond James Financial Services, Inc.
  Honolulu, HI
• 05/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Honolulu, HI

Previous Registrations

• 2010-06-22 → 2017-05-02
  Bancwest Investment Services, Inc.
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Kahului, HI
• 2007-03-06 → 2007-08-28
  Lee Financial Group Hawaii, Inc.
  Honolulu, HI
• 2005-03-28 → 2006-09-08
  Lnw
  Seattle, WA

Other Businesses

(1) Name of Business: First Hawaiian Advisors Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813-4457, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/30/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage a team of 13 platform producers (2) Name of Business: First Hawaiian Bank Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/26/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Investment Advisor and Financial Planner (3) Name of Business: Outrigger Duke Kahanamoku Foundation Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813-4457, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member, Executive Member, Committee Member Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financial statements and performance reports for the foundations investments and fund raising activities. (4) Name of Business: Outrigger Duke Kahanamoku Foundation Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813-4457, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Officer - President Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President for non profit and member of finance committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-03-21
• S65 Uniform Investment Adviser Law Examination
  2007-06-07

Designations

• Certified Financial Planner

Other Names

• Jodie Michelle Pinkley
• Jodie Michelle Pinkley