David Fortner Jones

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

• 01/2009 → 03/2023
  Raymond James & Associates, Inc.
  Greenwood Village, CO
• 03/2023 → Present
  Raymond James Financial Services, Inc.
  Greenwood Village, CO
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Greenwood Village, CO

Previous Registrations

• 2009-02-03 → 2023-03-06
  Raymond James & Associates, Inc.
  Foxfield, CO
  Denver, CO
  Greenwood Village, CO
• 1999-01-01 → 2009-02-10
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO

Other Businesses

(1)Name of Business: Fortner Cannon Group Address: 8400 E Prentice Ave Ste 808, Greenwood Village, CO, 80111-2920, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for Raymond James ICD

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  1980-03-12