Jared Ross Fischer

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

• 10/2015 → 04/2018
  Incapital Llc
  Boca Raton, FL
• 04/2018 → 12/2018
  Suntrust Investment Services, Inc.
  Boca Raton, FL
• 01/2019 → 05/2022
  Advisors Asset Management, Inc.
  Boca Raton, FL
• 05/2022 → 07/2025
  Northwestern Mutual Investment Services Llc
  Ft Lauderdale, FL
• 05/2022 → 07/2025
  Kevin Lawhon
  Ft Lauderdale, FL
• 09/2025 → 02/2026
  Advisors Asset Management, Inc.
  Boca Raton, FL
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Boca Raton, FL

Previous Registrations

• 2025-09-11 → 2026-02-05
  Advisors Asset Management, Inc.
  Boca Raton, FL
• 2022-06-20 → 2025-07-09
  Northwestern Mutual Investment Services, Llc
  Ft Lauderdale, FL
• 2019-01-08 → 2022-05-31
  Advisors Asset Management, Inc.
  Boca Raton, FL
• 2018-05-30 → 2018-12-26
  Truist Advisory Services, Inc.
  Boca Raton, FL
• 2014-11-13 → 2015-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Other Businesses

(1) Name of Business: Fortuna Wealth Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/03/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Non solicited trades, Administration, client service (2) Name of Business: Fortuna Wealth Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/03/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: COO

Exams

• S66 Uniform Combined State Law Examination
  2018-05-26

Other Names

• Jared Ross Fischer
• Jared Fischer