Jeffrey Kirk Pasche

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

• 09/1983 → Present
  Western Mi University
  Kalamazoo, MI
• 09/1999 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

(1)Name of Business: pasche holdings LLC Address: 685 s stony pt , suttons bay, MI, 49682, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage rental real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-21
• S63 Uniform Securities Agent State Law Examination
  1984-01-24