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Jared William Schafer

Raymond James & Associates, Inc.

Portland, OR

CRD 7519159

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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
OR RA APPROVED 2026-07-20
  • OR RA
    APPROVED
    Since 2026-07-20

Branch Locations

5 Se Martin Luther King, Jr. Blvd, Suite 600, Portland, OR 97214 • 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
Raymond James & Associates Portland OR 03/2022 Present
Bmw Portland Portland OR 07/2019 03/2022
Mini Of Portland Portland OR 11/2018 07/2019
Unemployeed Portland OR 07/2018 11/2018
Bmw Portland Portland OR 10/2013 07/2018
  • 03/2022 → Present
    Raymond James & Associates
    Portland, OR
  • 07/2019 → 03/2022
    Bmw Portland
    Portland, OR
  • 11/2018 → 07/2019
    Mini Of Portland
    Portland, OR
  • 07/2018 → 11/2018
    Unemployeed
    Portland, OR
  • 10/2013 → 07/2018
    Bmw Portland
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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