Alex Wolfenden

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

• 08/2022 → 07/2023
  Raymond James Financial Services, Inc.
  Vero Beach, FL
• 08/2020 → 08/2023
  Florida State University
  Tallahassee, FL
• 08/2016 → 05/2020
  Vero Beach High School
  Vero Beach, FL
• 08/2022 → 07/2023
  The Kanner Group, Llc
  Vero Beach, FL
• 09/2023 → 07/2025
  Fisher Investments
  Tampa, FL
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Vero Beach, FL
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Vero Beach, FL

Previous Registrations

• 2024-01-24 → 2025-08-08
  Fisher Investments
  Plano, TX
  Tampa, FL

Other Businesses

(1)Name of Business: The Kanner Group Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Relationship Manager

Exams

• S66 Uniform Combined State Law Examination
  2025-09-23
• S65 Uniform Investment Adviser Law Examination
  2024-01-24