Best Investors Account Sign in
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
TX RA APPROVED 2024-11-29
  • TX RA
    APPROVED
    Since 2024-11-29

Branch Locations

8 Woodmont Crossing, Texarkana, TX 75503 • 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
Jumper & Associated Financial Services Texarkana TX 04/2022 Present
Bcs Data Center Operations Texarkana TX 08/2021 04/2022
Homemaker Texarkana TX 08/2019 08/2021
Sanderson Farms Tyler TX 10/2018 08/2019
Homemaker Lindale TX 01/2018 10/2018
Texar Federal Credit Union Texarkana TX 02/2016 01/2018
Outback Steakhouse Texarkana TX 09/2015 06/2017
Raymond James Financial Services, Inc. Texarkana TX 04/2022 Present
Raymond James Financial Services Advisors, Inc. Texarkana TX 11/2024 Present
Jumper And Associates Financial Services Texarkana TX 12/2024 Present
  • 04/2022 → Present
    Jumper & Associated Financial Services
    Texarkana, TX
  • 08/2021 → 04/2022
    Bcs Data Center Operations
    Texarkana, TX
  • 08/2019 → 08/2021
    Homemaker
    Texarkana, TX
  • 10/2018 → 08/2019
    Sanderson Farms
    Tyler, TX
  • 01/2018 → 10/2018
    Homemaker
    Lindale, TX
  • 02/2016 → 01/2018
    Texar Federal Credit Union
    Texarkana, TX
  • 09/2015 → 06/2017
    Outback Steakhouse
    Texarkana, TX
  • 04/2022 → Present
    Raymond James Financial Services, Inc.
    Texarkana, TX
  • 11/2024 → Present
    Texarkana, TX
  • 12/2024 → Present
    Jumper And Associates Financial Services
    Texarkana, TX
Other Businesses

(1)Name of Business: Jumper and Associates Financial Services Address: 8 Woodmont Crossing St, Texarkana, TX, 75503-2100, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25
Other Names
  • Erica Mcvay
  • Erica Bowers

View on SEC IAPD

More in Texarkana, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor