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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-31
  • TN RA
    APPROVED
    Since 2024-07-31

Branch Locations

100 Winners Circle Suite 400, Brentwood, TN 37027 • 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, Inc. Franklin TN 02/2013 04/2024
Newedge Wealth Stamford CT 04/2024 06/2024
Raymond James Financial Services, Inc. Brentwood TN 07/2024 Present
Raymond James Financial Services Advisors, Inc. Brentwood TN 07/2024 Present
Pinnacle Financial Partners Brentwood TN 07/2024 Present
Previous Registrations
Other Businesses

(1)Name of Business: Patterson Address: 2819 Curacao Ln, Thompsons Station, TN, 37179, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 06/29/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Collecting final 1 IRS refund check that were held up for quite a while, and then paying creditors. (2)Name of Business: Pinnacle Asset Management Address: 7040 Carothers Pkwy, Franklin, TN, 37067-6304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Client Service Associate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-08
  • S63 Uniform Securities Agent State Law Examination
    1999-01-08
Other Names
  • Jeanne Lynn Patterson
  • Jeanne Lynn Patterson
  • Jeanne L Basso

View on SEC IAPD

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