James Jacob Conahan

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

• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Venice , FL
• 09/2024 → 03/2025
  Paychex
  St. Petersburg, FL
• 07/2022 → 12/2022
  Washbucklers Llc
  Largo, FL
• 01/2021 → 04/2021
  Countryside Mease (Baycare)
  Safety Harbor, FL
• 07/2017 → 12/2020
  U.S. Army
  Wahiawa, HI
• 10/2016 → 07/2017
  24/7 Intouch
  Clearwater, FL
• 11/2015 → 09/2016
  Tropical Smoothie
  Clearwater, FL
• 08/2021 → 10/2021
  F45 Fitness (1099 Contractor)
  Land O' Lakes, FL
• 04/2021 → 06/2021
  Prime Hvac
  Clearwater , FL
• 01/2021 → 12/2025
  St. Petersburg College
  St. Petersburg, FL
• 05/2026 → Present
  Riverside Financial Strategies
  Venice , FL
• 01/2023 → Present
  Jambo Protected Llc
  Tarpon Springs , FL
• 08/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Venice, FL

Other Businesses

1. Jambo Protected LLC Non-Investment related business For-Profit Private Tarpon Springs, FL Owner 1/15/2023 81+ hours/month 81+ hours/month during trading hours 2. Mutual of Omaha, TransAmerica, Americo, Corebridge, Aflac, American Amicable Non-Investment related business Non-variable insurance Tarpon Springs, FL Owner 1/15/2023 11-20 hours/month 11-20 hours/month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2026-08-04

Other Names

• James Conahan