Best Investors Account Sign in
Claim This Profile
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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-07
  • GA RA
    APPROVED
    Since 2025-10-07

Branch Locations

3050 Peachtree Road, Nw Suite 600, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Atlanta GA 05/2024 10/2025
Associations International Lexington KY 05/2021 04/2022
The University Of Kentucky Lexington KY 08/2018 08/2022
North Atlanta Highschool Atlanta GA 08/2014 05/2017
Becker Wright Consultants Austin TX 06/2022 07/2023
Transwestern Austin TX 07/2023 05/2024
Riverwood International Charter School Atlanta GA 08/2017 05/2018
Raymond James & Associates Atlanta GA 10/2025 Present
  • 05/2024 → 10/2025
    Atlanta, GA
  • 05/2021 → 04/2022
    Associations International
    Lexington, KY
  • 08/2018 → 08/2022
    The University Of Kentucky
    Lexington, KY
  • 08/2014 → 05/2017
    North Atlanta Highschool
    Atlanta, GA
  • 06/2022 → 07/2023
    Becker Wright Consultants
    Austin, TX
  • 07/2023 → 05/2024
    Transwestern
    Austin, TX
  • 08/2017 → 05/2018
    Riverwood International Charter School
    Atlanta, GA
  • 10/2025 → Present
    Raymond James & Associates
    Atlanta, GA
Previous Registrations
Other Businesses

*645970- Peridot Wesr; Investment related: No; Atlanta, Georgia; Retail/Online Stores; part-time employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 18; Sales/Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16

View on SEC IAPD

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor