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Jeffries Clottey

Raymond James & Associates, Inc.

Atlanta, GA

CRD 6759239

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-03
  • GA RA
    APPROVED
    Since 2025-06-03

Branch Locations

3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • 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
Wells Fargo Clearing Services, Llc. Atlanta GA 02/2017 05/2025
Wells Fargo Bank Na Atlanta GA 11/2011 05/2025
Raymond James & Associates Inc. Atlanta GA 05/2025 Present
  • 02/2017 → 05/2025
    Wells Fargo Clearing Services, Llc.
    Atlanta, GA
  • 11/2011 → 05/2025
    Wells Fargo Bank Na
    Atlanta, GA
  • 05/2025 → Present
    Raymond James & Associates Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-29
S63 Uniform Securities Agent State Law Examination 2017-05-11
  • S66 Uniform Combined State Law Examination
    2025-05-29
  • S63 Uniform Securities Agent State Law Examination
    2017-05-11

View on SEC IAPD

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