Robert Woodhead Winder

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

• 11/2015 → 07/2025
  First Financial Advisors
  Orem, UT
• 07/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Orem, UT

Previous Registrations

• 2018-07-11 → 2025-07-08
  First Financial Advisors
  South Jordan, UT
• 2013-01-03 → 2015-11-25
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 2009-06-01 → 2013-01-25
  Morgan Stanley
  Portland, OR
  Salt Lake City, UT
  Provo, UT
• 2007-08-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Portland, OR

Other Businesses

(1) Name of Business: First Financial Advisors LLC Address: 1456 W Homecoming Ave, South Jordan, UT, 84095, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: CFO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-07
• S66 Uniform Combined State Law Examination
  2007-08-10

Other Names

• Bob Winder
• Robert W Winder