Lee Johnson Hinson

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

• 10/2004 → Present
  Raymond James Financial Services, Inc.
  San Francisco, CA
• 10/2004 → Present
  Raymond James Financial Services Advisors, Inc
  San Francisco, CA

Previous Registrations

• 2003-07-01 → 2004-11-10
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 2000-02-03 → 2003-07-01
  Prudential Equity Group, Llc
  Newport Beach, CA

Other Businesses

(1)Name of Business: Elevon Wealth Management Address: 1160 Battery St Fl 1, San Francisco, CA, 94111-1235, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Elevon Wealth Management purchased my clientele as of 5/10/2023. I remain as a part time consultant overseeing accounts with members of the Elevon team. (2)Name of Business: Hinson Financial Group, Inc. Address: 2919 Ellesmere Ave., Costa Mesa, CA, 92626, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/18/2004 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-28
• S63 Uniform Securities Agent State Law Examination
  1987-02-11

Other Names

• John Hinson