Michael James Murray

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

• 05/2009 → 09/2020
  Wells Fargo Advisors Financial Network Llc
  Joliet, IL
• 09/2020 → Present
  Raymond James Financial Services, Inc.
  Joliet, IL
• 09/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Joliet, IL

Previous Registrations

• 2009-05-29 → 2020-10-05
  Wells Fargo Advisors Financial Network, Llc
  Shorewood, IL
  North Barrington, IL
  Valparaiso, IN
  Joliet, IL
• 2007-02-12 → 2009-06-03
  Edward Jones
  Joliet, IL
  Joliet, IL

Other Businesses

(1)Name of Business: Elevate Business Center DBA/Lincolnshire Business Center Address: 1000 Essington Rd, Joliet, IL, 60431, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am part owner of this business center which rents space from a building that I own and subleases it to about 30 professional tenants. (2)Name of Business: Elevate Holdings LLC Address: 1000 Essington Rd, Joliet, IL, 60431, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 06/07/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an office building that I currently occupy and lease out a portion of it as well. (3)Name of Business: Elevate private Wealth Management Address: 990 Essington Rd, Joliet, IL, 60435, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner and financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2007-02-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Other Names

• Mike James Murray