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Jaclyn Aleen Klotz

Raymond James & Associates, Inc.

Ocala, FL

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-03
  • FL RA
    APPROVED
    Since 2026-02-03

Branch Locations

2701 Sw 34Th Street Building 100, Ocala, FL 34474 • 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
Raymond James (Rja) Ocala FL 09/2017 03/2022
Regions Bank Beverly Hills-Bushnell-Inverness FL 05/2008 09/2017
Wells Fargo Clearing Services, Llc Ocala FL 03/2022 01/2026
Raymond James & Associates, Inc. Ocala FL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-04
  • S66 Uniform Combined State Law Examination
    2018-11-04

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
OSAIC WEALTH, INC. · Ocala, FL
LPL FINANCIAL LLC · OCALA, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
EQUITABLE ADVISORS, LLC · OCALA, FL
LPL FINANCIAL LLC · OCALA, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
CANOPY 360 WEALTH, LLC · OCALA, FL

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