Cara Jean Chafetz

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

• 10/2009 → Present
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 03/2015 → 03/2017
  Cherry Creek Capital Management
  Denver, CO
• 05/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Colorado Springs, CO
• 08/2017 → Present
  Bank Of Colorado Investment Services
  Colorado Springs, CO
• 08/2017 → Present
  Bank Of Colorado
  Colorado Springs, CO

Other Businesses

(1)Name of Business: Bank of Colorado Address: 421 N Tejon St, Colorado Springs, CO, 80903, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/07/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am an employee at the Bank of Colorado through Raymond James as a Financial Advisor. (2)Name of Business: Bank of Colorado Investment Services Address: 421 N Tejon St, Colorado Springs, CO, 80903, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2016-04-29
• S63 Uniform Securities Agent State Law Examination
  1999-09-20

Other Names

• Cara Jean Gorsky