Becky Jones

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

• 07/2017 → 11/2023
  Rbc Capital Markets, Llc.
  Greenwood Village, CO
• 05/2008 → Present
  Administrative Solutions, Llc
  Centennial, CO
• 11/2016 → 07/2017
  Rbc Capital Markets, Llc.
  Greenwood Village, CO
• 11/2023 → Present
  Raymond James & Associates
  Denver, CO

Previous Registrations

• 2018-11-10 → 2023-11-24
  Rbc Capital Markets, Llc
  Greenwood Village, CO

Other Businesses

(1) Name of Business: Address: 8183 S Harrison Cir, Centennial, CO, 80122, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 04/19/1992 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Re-Sell cosmetics which are bought directly from the company (Mary Kay Cosmetics) (2) Name of Business: Administrative Solutions, LLC Address: 8183 S Harrison Cir, Centennial, CO, 80122, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/04/2008 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide administrative services for youth sports non-profit organizations.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-10

Other Names

• Becky Ann Jones