Best Investors Account Sign in

Jennifer Danielle Pelon

Raymond James & Associates, Inc.

Crouse, NC

St. Petersburg, FL

CRD 6885609

Claim This Profile
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
NC RA APPROVED 2022-06-13
FL RA APPROVED 2021-03-22
  • NC RA
    APPROVED
    Since 2022-06-13
  • FL RA
    APPROVED
    Since 2021-03-22

Branch Locations

Crouse, NC • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • 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 & Associates St. Petersburg FL 03/2018 06/2022
Fountain Group Tampa FL 12/2017 03/2018
6Th Judicial Circuit Of Pinellas County St. Petersburg FL 05/2016 11/2017
Raymond James & Associates, Inc. Crouse NC 06/2022 Present
  • 03/2018 → 06/2022
    Raymond James & Associates
    St. Petersburg, FL
  • 12/2017 → 03/2018
    Fountain Group
    Tampa, FL
  • 05/2016 → 11/2017
    6Th Judicial Circuit Of Pinellas County
    St. Petersburg, FL
  • 06/2022 → Present
    Crouse, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-18
  • S66 Uniform Combined State Law Examination
    2021-03-18
Other Names
  • Jennifer Danielle Diaz

View on SEC IAPD

More in Crouse, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor