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Jaclyn M Greiner

Raymond James & Associates, Inc.

Corfu, NY

Williamsville, NY

CRD 6216012

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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
NY RA APPROVED 2024-08-20
  • NY RA
    APPROVED
    Since 2024-08-20

Branch Locations

Corfu, NY • United States

6580 Main St Ste 1, Williamsville, NY 14221 • 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
Bank Of America Merrill Lynch Williamsville NY 12/2011 08/2024
Raymond James & Associates Williamsville NY 08/2024 Present
  • 12/2011 → 08/2024
    Bank Of America Merrill Lynch
    Williamsville, NY
  • 08/2024 → Present
    Raymond James & Associates
    Williamsville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-27
  • S66 Uniform Combined State Law Examination
    2014-01-27
Other Names
  • Jaclyn Marie Stachewicz
  • Jaclyn Marie Greiner

View on SEC IAPD

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