Alicia J Zhang

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

• 09/2025 → 07/2026
  Raymond James & Associates, Inc
  Cottonwood Heights, UT
• 07/2026 → Present
  Raymond James & Associates, Inc
  Cottonwood Heights, UT
• 06/2025 → 08/2025
  Ameriprise Financial
  Salt Lake City, UT
• 02/2025 → 06/2025
  Mountain America Credit Union
  West Jordan, UT
• 07/2024 → 02/2025
  Shamrock Communities
  Taylorsville, UT
• 08/2022 → 06/2024
  Lululemon
  Murray, UT
• 08/2022 → 08/2024
  Abs Kids
  Cottonwood Heights, UT
• 07/2016 → 08/2022
  Student
  Na, UT
• 08/2025 → 09/2025
  Student/Unemployed
  Na, UT

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27

Other Names

• Alicia Joyce Zhang