Regina Monell Taras

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

• 03/2012 → 04/2022
  Ubs Financial Services Nc.
  Jacksonville, FL
• 04/2022 → Present
  Raymond James & Associates, Inc.
  Jacksonville, FL

Previous Registrations

• 2012-03-22 → 2022-05-10
  Ubs Financial Services Inc.
  Jacksonville, FL
• 1983-11-30 → 2012-03-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1)Name of Business: 4361 Gadsden Court LLC Address: 4400 Landover Dr, Jacksonville, FL, 32207, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 12/31/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I keep income and expense records and deliver to CPA for taxes.\nThere are 2 properties owned in this LLC\n1914 San Marie Dr - Rented by my son and Daughter in law (David and Kristen Taras\nand a new property 3417 Sarah Spaulding Court - rented by Jenine Counselman (daughter-in-law's mother) who is also becoming a client. (2)Name of Business: 4361 Gadsden Ct LLC Address: 4400 Landover Dr., Jacksonville, FL, 32207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I provide CPA our income/expenses for the property (3)Name of Business: SET Properties LLC Address: 4400 Landover Dr, Jacksonville, FL, 32207, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 08/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: accounting reporting to CPA (4)Name of Business: SET Properties LLC Address: 4400 Landover Dr., Jacksonville, FL, 32207, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I gather tax information for CPA to do taxes each year.\n

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-06
• S63 Uniform Securities Agent State Law Examination
  1991-06-14

Designations

• Certified Financial Planner

Other Names

• Jeanie Taras