John Lewis Odom

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

• 03/2013 → 11/2016
  Wells Fargo Advisors, Llc.
  Medina, MN
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Medina, MN
• 03/2018 → 05/2023
  Wells Fargo Advisors Financial Network, Llc
  Clearwater, FL
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Clearwater, FL

Previous Registrations

• 2018-03-09 → 2023-05-15
  Wells Fargo Advisors Financial Network, Llc
  Clearwater, FL
• 2014-01-22 → 2018-03-09
  Wells Fargo Clearing Services, Llc
  Minnetonka, MN
  Bloomington, MN
  Medina, MN
  Wayzata, MN
  Minnetonka, MN
  Clearwater, FL

Other Businesses

(1)Name of Business: Greater Dunedin Little League Inc Address: 1867 Harvard Ave, Dunedin, FL, 34698, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked to help as a Treasurer for Greater Dunedin Little League. My primary role will be to review and report the financials of the organization. I will not be a signer or have control of any funds for the organization. They maintain a single checking account and no other accounts. (2)Name of Business: Keybridge Wealth Management Address: 28050 US Highway 19 N Ste 401, Clearwater, FL, 33761-2629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Financial Advisor for Keybridge, involves working directly with clients to develop personalized financial plans that can change with the clients needs overtime.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-11
• S63 Uniform Securities Agent State Law Examination
  2013-05-08

Other Names

• John Odom