Daeshawn Marquise Wade

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

• 08/2014 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 12/2016 → Present
  Raymond James Financial Services, Inc.
  St.PEtersburg, FL
• 12/2018 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 11/2019 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-30
• S63 Uniform Securities Agent State Law Examination
  2015-09-24

Other Names

• Shawn Wade
• Daeshawn Marquise Wade
• Shawn Marquise Wade