Jeremy Scott Mandler

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

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Saint Paul, MN
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN
• 12/2025 → Present
  Raymond James Financial Services, Inc.
  Forest Lake, MN
• 03/2017 → 06/2023
  Lyft
  Minneapolis, MN
• 06/2023 → 11/2023
  Staples
  Arden Hills, MN
• 11/2023 → 02/2024
  Lyft
  Minneapolis, MN
• 02/2024 → 11/2025
  Orkin
  Maplewood, MN
• 12/2025 → Present
  The Rivergroup Financial Advisors
  Forest Lake, MN
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Forest Lake, MN

Previous Registrations

• 2016-03-16 → 2017-03-17
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Saint Paul, MN
• 2013-12-10 → 2016-03-17
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Bloomington, MN
  Bloomington, MN
  Bloomington, MN
  Bloomington, MN
  St. Paul, MN
  Eagan, MN
  Saint Paul, MN
  Saint Paul, MN
  Minneapolis, MN
  Bloomington, MN
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2026-02-04
• S63 Uniform Securities Agent State Law Examination
  1998-08-19

Other Names

• Jeremy Scott Mandler