Roshan Ajanee

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

• 12/2015 → Present
  Raymond James Financial Services,Inc
  Irving, TX
• 01/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Irving, TX

Previous Registrations

• 2005-12-12 → 2016-01-04
  Avantax Advisory Services
  Dallas, TX

Other Businesses

(1)Name of Business: Ajanee Financial Services Address: 1220 West Trinity Mills Road, Building 1 Suite 335, Carrollton, TX, 75006, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/08/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning and investing (2)Name of Business: Ajanee Wealth Management Address: 1220 West Trinity Mills Road, Building 1 Suite 335, Carrollton, TX, 75006, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/14/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planner and do advisory business. (3)Name of Business: Roshan Ajanee CPA PC Address: 2700 Old Denton Road Apt 4435, Carrollton , TX, 75007, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 02/02/1993 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: CPA - Managing all activities of the business. Have it since 1993. Mistakenly it was marked (some how, don't know how) as closed. Reported earlier and still have it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-06
• S63 Uniform Securities Agent State Law Examination
  1998-12-17

Designations

• Certified Financial Planner

Other Names

• Roshan Ajanee