Edwin Arnoldo Beltran

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

• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Phoenix, AZ
• 09/2014 → Present
  Desert Financial Credit Union
  Phoenix, AZ
• 01/2024 → Present
  Arizona State University
  Tempe, AZ
• 01/2015 → 05/2023
  Mesa Community College
  Mesa, AZ
• 07/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Phoenix, AZ

Other Businesses

Desert Financial Wealth Management Not investment-related Phoenix, Arizona DBA/Support Company Associate/Employee 03/2026 0 hours per month 0 hours during trading Desert Financial Credit Union Investment-related Phoenix, AZ Bank/Credit Union Associate/Employee 03/2026 81 hours per month 81 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2026-07-24

Other Names

• Edwin Arnoldo Beltran Ruiz