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Jaci Lynn Hoven

Raymond James & Associates, Inc.

Asheville, NC

CRD 7469662

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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
NC RA APPROVED 2022-10-10
  • NC RA
    APPROVED
    Since 2022-10-10

Branch Locations

60 N Market St Suite 101, Asheville, NC 28801 • 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
Raymond James & Associate's, Inc. Asheville NC 11/2021 Present
Wells Fargo Hendersonville NC 10/2016 11/2021
Unemployed Flat Rock NC 05/2016 10/2016
  • 11/2021 → Present
    Asheville, NC
  • 10/2016 → 11/2021
    Wells Fargo
    Hendersonville, NC
  • 05/2016 → 10/2016
    Unemployed
    Flat Rock, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-07
  • S66 Uniform Combined State Law Examination
    2022-09-07
Other Names
  • Jaci Lynn Heisterberg

View on SEC IAPD

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