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Steven Joseph Fortune

Raymond James & Associates, Inc.

Bloomington, IN

CRD 5837981

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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 & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-18
  • IN RA
    APPROVED
    Since 2025-06-18

Branch Locations

1519 S. Piazza Drive, Bloomington, IN 47401 • 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
Edward Jones St Louis MO 08/2010 06/2025
Raymond James & Associates, Inc Bloomington IN 06/2025 Present
Previous Registrations
  • 2010-10-18 → 2025-06-20
    St Louis, MO
    Rogers, AR
    Bentonville, AR
    Bloomington, IN
    Bloomington, IN
Other Businesses

(1) Name of Business: Bloomington High School South Band Boosters Address: United States Activity Type: Board Member, Director Position/Title: Director of VP of Development: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 0 Description of duties: fundraising and support for our high school music program; (2) (1) Name of Business: Bloomington High school South band boosters . Address: 1965 S Walnut ST, Bloomington, IN 47401 United States Activity Type: Volunteer this organization supports the music education program at our high school Position/Title: VP of Development I vestment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: traditional Fundraisers such as selling concessions at events, soliciting sponsorships from local business and asking for personal donations from friends and family members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-16
  • S66 Uniform Combined State Law Examination
    2010-10-16
Designations
  • Certified Financial Planner
Other Names
  • Steven Fortune

View on SEC IAPD

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