Aaron Joseph Hartman

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:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-28

FL RA
APPROVED

Since 2026-08-28

Branch Locations

Odessa, FL • 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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Jacksonville Beach	FL	04/2026	Present
Tdsynnex	Clearwater	FL	06/2017	Present
Hartman Integration	Dunedin	FL	01/2014	06/2017
Raymond James Financial Services Advisors, Inc.	Jacksonville Beach	FL	08/2026	Present

04/2026 → Present

Raymond James Financial Services, Inc.

Jacksonville Beach, FL
06/2017 → Present

Tdsynnex

Clearwater, FL
01/2014 → 06/2017

Hartman Integration

Dunedin, FL
08/2026 → Present

Raymond James Financial Services Advisors, Inc.

Jacksonville Beach, FL

Other Businesses

TDSYNNEX Not investment-related Clearwater, FL For-Profit Public VC Engineer 06/2017 80 hours per month 40 hours during trading Susan L Hartman, Inc. Not investment-related Jacksonville, Beach, FL DBA/Support Company Associate 04/2026 0 hours per month 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-04

S66 Uniform Combined State Law Examination

2026-08-04

View on SEC IAPD