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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

AuthorityCategoryStatusDate
SC RA APPROVED 2022-12-15
  • SC RA
    APPROVED
    Since 2022-12-15

Branch Locations

103 Palm Boulevard Suite 2C, Isle Of Palms, SC 29451 • 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 Financial Services Isle Of Palms SC 01/2022 Present
Jeter Hrubala Wealth Strategies Spartanburg SC 05/2015 01/2022
Jeremy Anderson State Farm Columbia SC 05/2020 11/2021
University Of South Carolina Columbia SC 01/2019 04/2020
University Of South Carolina Columbia SC 08/2017 12/2020
Imperial Paints Llc Spartanburg SC 05/2017 06/2019
Dorman High School Roebuck SC 08/2013 04/2017
Jeter Hrubala Wealth Strategies, Llc Isle Of Palms SC 09/2022 Present
Raymond James Financial Services Advisors, Inc. Isle Of Palms SC 12/2022 Present
  • 01/2022 → Present
    Raymond James Financial Services
    Isle Of Palms, SC
  • 05/2015 → 01/2022
    Jeter Hrubala Wealth Strategies
    Spartanburg, SC
  • 05/2020 → 11/2021
    Jeremy Anderson State Farm
    Columbia, SC
  • 01/2019 → 04/2020
    University Of South Carolina
    Columbia, SC
  • 08/2017 → 12/2020
    University Of South Carolina
    Columbia, SC
  • 05/2017 → 06/2019
    Imperial Paints Llc
    Spartanburg, SC
  • 08/2013 → 04/2017
    Dorman High School
    Roebuck, SC
  • 09/2022 → Present
    Jeter Hrubala Wealth Strategies, Llc
    Isle Of Palms, SC
  • 12/2022 → Present
    Isle Of Palms, SC
Other Businesses

(1)Name of Business: Jeter Hrubala Wealth Strategies, LLC Address: 103 Palm Blvd Ste 2C, Isle of Palms, SC, 29451-2165, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1. Preparing client reviews and completing follow-up items for client relationships. 2. In charge of investment review and research- organizing investment committee meetings and maintaining contact with wholesalers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Drew Hrubala
  • Michael Andrew Hrubala

View on SEC IAPD

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