Jillian Yvonne Roberts

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

• 04/2025 → Present
  Raymond James Financial Services, Inc.
  Orlando, FL
• 09/2022 → 04/2025
  Enterprise Holdings
  Orlando, FL
• 09/2020 → 12/2021
  Bearded Bee Brewing Co
  Wendell, NC
• 08/2021 → 06/2022
  Thomas Edison State University
  Trenton, NJ
• 09/2014 → 02/2019
  Pizza Port Brewing Co
  Carlsbad, CA
• 02/2019 → 03/2020
  The Yardhouse Restaurant
  Carlsbad, CA
• 05/2017 → 09/2017
  The Wave Waterpark
  Vista, CA
• 09/2015 → 09/2016
  Rural Metro Co
  San Diego, CA
• 03/2020 → 09/2020
  Unemployed
  Apex, NC
• 08/2014 → 05/2020
  Palomar College
  San Marcos, CA
• 04/2025 → Present
  Swain Wealth Partners
  Orlando, FL
• 07/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Orlando, FL

Other Businesses

Swain Wealth Partners not investment related Orlando, FL DBA/Support Company Advisor start date: 04/2025 0 hrs per month 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01