Beth Jamy Demarco

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

• 09/2015 → Present
  Raymond James & Associates
  Pinellas Park, FL
• 10/2021 → Present
  Mikayla Demarco - Apd Cdc+
  Clearwater, FL

Previous Registrations

• 2009-06-01 → 2015-09-25
  Morgan Stanley
  St. Petersburg, FL
• 2007-04-27 → 2009-06-01
  Citigroup Global Markets Inc.
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

1)Name of Business : Sherman H. Liftig Address: Pinellas Park, FL Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related: Yes Start Date: 05/29/2010 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: I am my Fathers POA/Healthcare Surrogate 2)Name of Business: Mikayla DeMarco - APD CDC+ Address: 6960 Versailles N, Pinellas Park, FL, 33781, United States Activity Type: Part-Time Activity/Employment Position/Title: Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be the Emergency Back up for my daughters caregiver/companion

Exams

• S66 Uniform Combined State Law Examination
  2007-04-13

Other Names

• Beth Jamy Liftig
• Beth J Liftig
• Beth Jamyliftig Demarco