Jeffrey Ross Purdon

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

• 01/2016 → 02/2025
  Janney Montgomery Scott Llc
  Atlantia, GA
• 02/2025 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Watkinsville, GA

Previous Registrations

• 2016-01-28 → 2025-02-24
  Janney Montgomery Scott Llc
  Atlanta, GA
• 2013-01-02 → 2016-02-05
  Bb&T Securities, Llc
  Atlanta, GA
• 2010-10-12 → 2013-01-02
  Scott & Stringfellow, Llc
  Atlanta, GA
• 2003-04-11 → 2010-09-21
  Robert W. Baird & Co. Incorporated
  Alpharetta, GA
  Atlanta North Point, GA

Other Businesses

Community Assistance Center--My Financial Goals Not investment related Sandy Springs, GA Instructor/Teacher at the CAC education program 01/2023 2 hours per/month 0 hrs during trading hrs 2 hour class providing an overview of personal financial planning/budgeting. Not compensated

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1997-10-24

Designations

• Certified Financial Planner

Other Names

• Jeff Purdon
• Jeffrey Ross Purdon