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Kortney Ann Jolley

Raymond James & Associates, Inc.

Lake Oswego, OR

Beaverton, OR

CRD 6195228

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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
OR RA APPROVED 2018-11-02
  • OR RA
    APPROVED
    Since 2018-11-02

Branch Locations

5300 Meadows Road Suite 250, Lake Oswego, OR 97035-5294 • United States

Beaverton, OR • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 05/2015 11/2018
Bank Of America, N.A. Portland OR 05/2015 11/2018
Raymond James & Associates Lake Osweego OR 11/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-11
  • S66 Uniform Combined State Law Examination
    2015-05-11

View on SEC IAPD

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