Jodi D Vinas

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:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2016-06-06

CA RA
APPROVED

Since 2016-06-06

Branch Locations

15615 Alton Parkway, Suite 230, Irving, CA 92618 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services,Inc	Irvine	CA	05/2016	Present
Raymond James Financial Services Advisors Inc.	Irvine	CA	06/2016	Present

05/2016 → Present

Raymond James Financial Services,Inc

Irvine, CA
06/2016 → Present

Raymond James Financial Services Advisors Inc.

Irvine, CA

Previous Registrations

2008-12-15 → 2016-06-23

Wells Fargo Advisors Financial Network, Llc

Brea, CA
2002-10-02 → 2008-12-17

Wells Fargo Clearing Services, Llc

Anaheim, CA

Anaheim, CA
2000-05-24 → 2002-10-10

Ubs Financial Services Inc.

Brea, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-05-08

S66 Uniform Combined State Law Examination

2000-05-08

Other Names

Jodi Denise Ragan

View on SEC IAPD