Jaymes Donald Billmyer

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

• 01/2014 → Present
  Raymond James Financial Services, Inc.
  Dubuque, IA
• 04/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Dubuque, IA

Other Businesses

(1) Name of Business: American General Life Companies Address: 5900 Saratoga Rd, Suite 2A, Asbury, IA, 52002, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance Representative (2) Name of Business: Billmyer Wealth Services Address: 5900 Saratoga Rd, Suite 2A, Asbury, IA, 52002, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/04/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2014-04-24