Gerald Malcolm Weeks

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

• 09/2004 → Present
  Raymond James Financial Services, Inc
  Dunedin, FL
• 06/2005 → Present
  Insurance-Non Variable
  Dunedin, FL
• 02/2010 → Present
  Raymond James Financial Advisors, Inc
  Dunedin, FL

Other Businesses

INSURANCE-NON VARIABLE:INVESTMENT RELATED:6/2005-PRESENT:DUNEDIN, FL:INDEPENDENT CONTRACTOR:4 HRS/MO:0 HRS DURING TRADING: Name of Business: NA Address: Palm Harbor, FL, 34683, United States - Activity Type: Non-variable Insurance Position/Title: Agent - Investment Related: Yes - Start Date: 06/15/2005 Hours per month devoted to this business: 2-10 - Hours per month devoted to this business during trading hours: 0-1 - Description of duties: NOT REQUIRED AT TIME OF SUBMISSION

Exams

• S66 Uniform Combined State Law Examination
  2009-12-28
• S63 Uniform Securities Agent State Law Examination
  1984-11-09

Other Names

• Gerald Malcoln Weeks
• Gerald Malcoln Weeks