Patricia Strauss Otterson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2009 → Present
  Raymond James & Associates, Inc.
  Jacksonville, FL

Previous Registrations

• 2005-06-28 → 2009-07-06
  Truist Investment Services, Inc.
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2004-06-29 → 2005-07-15
  Truist Securities, Inc.
  Jacksonville, FL
• 2003-07-01 → 2004-07-01
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 1997-01-03 → 2003-07-01
  Prudential Equity Group, Llc
  Jacksonville, FL

Other Businesses

(1)Name of Business: Ascension St Vincents Foundation Address: 1 Shircliff Way , Jacksonville , FL, 32204, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/21/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: fund Raising for foundation and review of financial records. I also serve as Treasurer the Foundation

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-19
• S63 Uniform Securities Agent State Law Examination
  1982-08-19

Other Names

• Patricia Lynn Strauss