John Roland Roussell

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

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Oxford, AL

Previous Registrations

• 2008-08-15 → 2013-02-13
  Morgan Keegan & Company, Llc
  Oxford, AL
  Birmingham, AL
• 2008-04-04 → 2008-08-21
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
• 2004-12-17 → 2008-04-04
  Morgan Keegan & Company, Llc
  Birmingham, AL
  Anniston, AL
  Oxford, AL

Other Businesses

(1)Name of Business: The Preserve of Grayton Beach HOA Address: 20 Coleman Drive, Santa Rosa Beach , FL, 32459, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 09/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member, advisory on operations of the HOA of "The Preserve of Grayton Beach" HOA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-09-04