Jaclyn Nichole Merkley

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

• 02/2016 → Present
  Raymond James & Associates, Inc.
  Peoria, IL

Previous Registrations

• 2009-06-01 → 2016-03-04
  Morgan Stanley
  Peoria, IL
  Peoria, IL
• 2008-07-01 → 2009-06-01
  Morgan Stanley & Co. Llc
  Peoria, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-26
• S63 Uniform Securities Agent State Law Examination
  2006-12-21

Other Names

• Jaclyn Nichole Lowrance