Cody J Cabot

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2017
  Kiavi
  San Francisco, CA
• 06/2017 → 12/2021
  Winning Windows Inc.
  Oakland, CA
• 01/2022 → 06/2022
  Wisetack
  San Francisco, CA
• 06/2022 → 08/2024
  Twilio
  San Francisco, CA
• 07/2024 → 01/2026
  Cabot Financial Advisors
  San Francisco, CA
• 11/2025 → 03/2026
  Raymond James & Associates, Inc.
  San Francisco, CA
• 03/2026 → Present
  Raymond James & Associate, Inc.
  San Francisco, CA

Previous Registrations

• 2024-09-17 → 2026-01-10
  Cabot Financial Advisors
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-21

Other Names

• Cody J Cabot
• Cody Joseph Cabot